(As of 6/30/2021)

Steadyhand Equity Fund Series A

(Canadian Focused Equity)



2019
2018
2017
2016
FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(2/28/2007)
7.48 %
YTD Return 5.60 %
NAVPS
(7/27/2021)
$23.91
Change $0.11 / 0.47 %
Growth of $10,000 (As of June 30, 2021)
MER -
Assets ($mil) -
Rank (1Yr) 737/744
Std Dev (3Yr) 12.14 %
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The fundamental investment objective of the Steadyhand Equity Fund is to achieve long-term capital growth. The fund invests primarily in common shares of Canadian and foreign companies.
Management Co.
Steadyhand Investment Funds Inc.
Managers
  • Ted Ecclestone, CGOV Asset Management
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of June 30, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.42 5.78 5.60 5.60 21.54 9.59 10.08 10.83
Benchmark 2.92 7.36 14.17 14.17 30.84 10.56 11.07 8.57
Quartile Ranking 3 3 4 4 4 3 2 1

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 14.40 16.92 -3.89 11.15 10.48 8.30 13.18 23.29 15.55 -1.28
Benchmark 7.58 21.45 -7.15 10.80 14.44 -0.77 10.97 18.57 8.52 -8.34
Quartile Ranking 1 3 1 2 4 1 1 3 1 1

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