(As of 3/31/2021)

Palos WP Growth Fund Series W

(North American Equity)
Inception Return
(2/14/2017)
22.35 %
YTD Return 42.81 %
NAVPS
(5/7/2021)
$23.87
Change $0.30 / 1.25 %
Growth of $10,000 (As of March 31, 2021)
MER -
Assets ($mil) -
Rank (1Yr) 1/42
Std Dev (3Yr) 42.70 %
Volatility Ranking (3Yr) 10/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The Fund aims to provide investors with investment returns over the long term and to produce growth by investing primarily in listed equity securities and convertible debentures of Canadian and US companies.
Management Co.
Palos Management Inc.
Managers
  • Charles Marleau, Palos Management Inc.
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of March 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -6.76 42.81 139.67 42.81 348.00 33.51 -    -   
Benchmark 3.67 6.46 14.98 6.46 41.42 13.07 12.89 11.47
Quartile Ranking 4 1 1 1 1 1 - -

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 100.84 9.80 -32.92 -      -      -      -      -      -      -     
Benchmark 10.91 24.09 -2.58 11.54 14.85 5.50 17.31 26.78 10.23 -2.23
Quartile Ranking 1 4 4 - - - - - - -

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