Inception Return
(5/31/2000)
|
-3.73 %
|
YTD Return
|
-7.25 %
|
|
NAVPS
(3/28/2024)
|
$3.81
|
Change
|
- / -
|
|
Growth of $10,000
(As of March 31, 2024)
|
MER
|
3.63 %
|
Assets ($mil)
|
-
|
Rank (1Yr)
|
16/16
|
Std Dev (3Yr)
|
34.47 %
|
Volatility Ranking (3Yr)
|
10/10
|
RRSP Eligibility
|
Yes
|
Load
|
Front Fee Only
|
Max Front End
|
-
|
Max Back End
|
-
|
Sales Status
|
|
|
Objective
The BirchLeaf Growth Fund is an all cap Canadian equity pooled fund with major emphasis currently on medium sized companies. The major focus of the portfolio in terms of sector emphasis is on Oil and Gas, Base Metals, Industrial Companies and some Golds. With the current emphasis on mid-sized companies, there is more volatility to this product.
|
Fund Manager
Birchleaf Investments Inc.
Portfolio Manager
Robert Floyd, Birchleaf Investments Inc.
Sub-Advisor
Data not available
|
Allocations
Data not available
Top 10 Holdings
Performance Data
(As of March 31, 2024)
|
Return (%)
|
Annualized Return (%)
|
Return
|
1
Mth
|
3
Mth
|
6
Mth
|
YTD
|
1
Yr
|
3
Yr
|
5
Yr
|
10
Yr
|
Fund
|
6.39
|
-7.25
|
-22.94
|
-7.25
|
-25.08
|
-3.51
|
3.80
|
-2.23
|
Benchmark
|
7.49
|
7.92
|
14.37
|
7.92
|
8.22
|
3.99
|
7.82
|
3.95
|
Quartile Ranking
|
1
|
4
|
4
|
4
|
4
|
4
|
4
|
-
|
Calendar Return (%)
|
2023
|
2022
|
2021
|
2020
|
2019
|
2018
|
2017
|
2016
|
2015
|
2014
|
Fund
|
-19.36
|
-1.03
|
30.24
|
1.76
|
32.26
|
-32.62
|
3.89
|
29.26
|
-20.46
|
-9.24
|
Benchmark
|
4.79
|
-9.29
|
20.27
|
12.87
|
15.84
|
-18.17
|
2.75
|
38.48
|
-13.31
|
-2.34
|
Quartile Ranking
|
4
|
2
|
2
|
4
|
1
|
4
|
4
|
2
|
4
|
-
|