(As of 6/30/2021)

Steadyhand Founders Fund Series A

(Tactical Balanced)



2017


FundGrade A+® Rating recipient
For more information about
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Inception Return
(2/17/2012)
7.15 %
YTD Return 4.86 %
NAVPS
(8/3/2021)
$15.09
Change $0.10 / 0.69 %
Growth of $10,000 (As of June 30, 2021)
MER -
Assets ($mil) -
Rank (1Yr) 109/387
Std Dev (3Yr) 10.34 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The fundamental investment objective of the Steadyhand Founders Fund is to achieve long-term capital growth and income through exposure to a diversified portfolio of primarily Canadian and foreign common stocks, fixed income securities and money market securities.
Management Co.
Steadyhand Investment Management Ltd.
Managers
  • Thomas A. Bradley, Steadyhand Investment Management Ltd.
 
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 0.89 2.95 4.86 4.86 18.09 5.99 6.58 -   
Benchmark 2.95 3.00 2.18 2.18 10.57 7.89 8.25 9.39
Quartile Ranking 4 4 3 3 2 3 2 -

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 8.49 11.65 -4.85 7.93 6.73 3.94 7.06 15.75 -      -     
Benchmark 11.12 12.26 2.68 8.66 2.39 17.05 12.44 18.86 8.49 0.80
Quartile Ranking 2 3 4 1 2 2 4 1 - -

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