(As of 5/31/2022)

Antares Balanced Pool Fund Class A

(Global Equity Balanced)
Inception Return
(11/4/2014)
6.34 %
YTD Return -2.19 %
NAVPS
(6/14/2022)
$10.88
Change - / -
Growth of $10,000 (As of May 31, 2022)
MER -
Assets ($mil) $164.93
Rank (1Yr) 2/34
Std Dev (3Yr) 8.66 %
Volatility Ranking (3Yr) 3/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
Fund Manager

Antares Investment Management

Portfolio Manager

Antares Investment Management

Sub-Advisor
Data not available
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of May 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.24 -0.21 2.36 -2.19 10.29 9.22 6.18 -   
Benchmark -0.97 -6.89 -11.05 -12.64 -4.61 5.89 5.41 10.21
Quartile Ranking 1 1 1 1 1 1 1 -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 22.45 2.77 12.57 -4.52 5.29 8.32 3.88 -      -      -     
Benchmark 11.33 12.17 16.29 0.72 11.99 3.66 17.03 13.13 24.73 10.84
Quartile Ranking 1 4 4 3 4 1 4 - - -

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