(As of 10/31/2024)

Golden Opportunities Fund Innovation Class I

(Retail Venture Capital)
Inception Return
(4/13/2010)
3.52 %
YTD Return 2.81 %
NAVPS
(12/6/2024)
$16.50
Change - / -
Growth of $10,000 (As of October 31, 2024)
MER 4.36 %
Assets ($mil) $44.65
Rank (1Yr) -
Std Dev (3Yr) 4.57 %
Volatility Ranking (3Yr) 1/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Capped
 
Objective
Tax efficient investment vehicle providing investors the ability to invest at home in eligible local companies and realize long term capital appreciation
Fund Manager

Westcap Mgt. Ltd

Portfolio Manager

Grant Kook, Westcap Mgt. Ltd

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

Performance Data (As of October 31, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.28 -0.33 -0.45 2.81 2.63 4.25 2.58 4.61
Benchmark 1.39 3.91 10.68 19.66 30.17 3.54 10.82 6.04
Quartile Ranking - - - - - - - -

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 5.40 2.46 5.35 -1.61 -4.44 7.19 19.18 10.02 2.12 5.14
Benchmark 4.79 -9.29 20.27 12.87 15.84 -18.17 2.75 38.48 -13.31 -2.34
Quartile Ranking - - - - - - - - - -

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