(As of 10/31/2021)

Palos WP Growth Fund Series W

(North American Equity)
Inception Return
(2/14/2017)
22.38 %
YTD Return 60.90 %
NAVPS
(11/26/2021)
$24.34
Change ($0.98) / -3.89 %
Growth of $10,000 (As of October 31, 2021)
MER -
Assets ($mil) $88.15
Rank (1Yr) 1/35
Std Dev (3Yr) 42.04 %
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.
Fund Manager

Palos Management Inc.

Portfolio Manager

Charles Marleau, Palos Management Inc.

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

Performance Data (As of October 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 13.64 12.21 5.43 60.90 146.15 46.91 -    -   
Benchmark 4.87 4.43 11.72 22.08 35.89 17.33 13.88 13.80
Quartile Ranking 1 1 2 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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