(As of 2/28/2023)

Antares Balanced Pool Fund Class O

(Global Equity Balanced)
Inception Return
(11/4/2014)
7.62 %
YTD Return 2.91 %
NAVPS
(3/21/2023)
$14.37
Change $0.07 / 0.50 %
Growth of $10,000 (As of February 28, 2023)
MER -
Assets ($mil) $173.00
Rank (1Yr) 2/34
Std Dev (3Yr) 8.67 %
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 February 28, 2023)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.31 0.46 4.94 2.91 2.52 10.19 8.19 -   
Benchmark -1.00 0.98 6.37 3.61 -2.85 5.75 5.28 9.10
Quartile Ranking 1 4 4 4 1 1 1 -

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -2.09 24.47 4.44 14.40 -2.97 6.99 10.10 5.58 -      -     
Benchmark -12.03 11.33 12.17 16.29 0.72 11.99 3.66 17.03 13.13 24.73
Quartile Ranking 1 1 4 3 1 4 1 3 - -

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