(As of 2/28/2023)

Louisbourg Quantitative Canadian Equity Fund

(Canadian Equity)
Inception Return
(10/31/2011)
11.07 %
YTD Return 3.09 %
NAVPS
(3/24/2023)
$23.87
Change ($0.06) / -0.26 %
Growth of $10,000 (As of February 28, 2023)
MER 0.29 %
Assets ($mil) -
Rank (1Yr) 1/61
Std Dev (3Yr) -
Volatility Ranking (3Yr) 10/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The Louisbourg Quantitative Equity Fund seeks to provide investors with a superior rate of return by investing in common shares of mid to large size Canadian companies.
Fund Manager

Louisbourg Investments Inc.

Portfolio Manager

Louisbourg Investments Inc.

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 -1.37 -0.24 0.84 3.09 10.00 20.05 14.77 12.09
Benchmark -2.45 -0.35 6.30 4.78 -1.21 10.83 8.82 7.86
Quartile Ranking 3 3 4 4 1 1 1 1

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund 17.07 9.21 30.12 29.96 -11.80 5.76 33.41 -4.11 0.04 26.55
Benchmark -5.84 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32 10.55 12.99
Quartile Ranking 1 4 1 1 4 4 1 2 4 1

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