(As of 5/31/2022)

Antares Balanced Pool Fund Class O

(Global Equity Balanced)
Inception Return
(11/4/2014)
8.08 %
YTD Return -1.52 %
NAVPS
(6/28/2022)
$14.48
Change - / -
Growth of $10,000 (As of May 31, 2022)
MER -
Assets ($mil) $164.93
Rank (1Yr) 1/34
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 May 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.39 0.20 3.21 -1.52 12.12 11.01 7.91 -   
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 24.47 4.44 14.40 -2.97 6.99 10.10 5.58 -      -      -     
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 3 1 4 1 3 - - -

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