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Cambridge Asset Allocation Corp CIass A

Ranked 34 out of 35 in - Flexible CAD over 12 months
All calculations are in CAD unless stated

Objective

This funds objective is to achieve a superior total investment return by investing, directly or indirectly, in a combination of primarily Canadian equity and fixed income securities. Indirect investments may include convertible securities, derivatives, equity-related securities and securities of other mutual funds.

Performance

Flexible CAD over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.6%
2017 2.0% 0.9% 0.1% -0.3% 1.3%
2016 6.5% -0.5% 2.0% 3.5% 1.4%
2015 4.1% 5.4% -1.4% -1.2% 1.4%
2014 10.3% 4.8% 2.3% 0.2% 2.6%
2013 18.5% 7.7% 3.2% 1.8% 4.8%
2012 3.6% 4.2% -3.3% 1.3% 1.5%
2011 -0.8% 8.3% -2.8% -8.1% 2.6%
2010 13.1% 3.9% -7.2% 6.9% 9.7%
2009 23.8% -2.1% 12.6% 8.3% 3.6%
2008 -20.0% -0.4% 3.8% -11.0% -13.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date31/12/2007
  • Share Class size1,702Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).