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Steadyhand Founders Series A

Ranked 4 out of 36 in - Flexible CAD over 12 months
All calculations are in CAD unless stated

Managed by

Tom Bradley

Objective

The fundamental investment objective of the 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. The objective of the Fund may only be changed with the approval of a majority of unit holders at a meeting called for that purpose.

Performance

Flexible CAD over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6%
2017 7.9% 2.4% 1.2% 0.9% 3.2%
2016 6.7% -0.5% 1.7% 3.3% 2.1%
2015 3.9% 5.5% -1.0% -3.0% 2.6%
2014 7.1% 4.0% 2.1% 0.3% 0.5%
2013 15.2% 3.6% 0.5% 4.3% 6.1%
2012 -1.1% 3.5% 3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date17/02/2012
  • Share Class size422Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment1,000

Charges

  • Annual management1.34%
  • Initial investment1.34

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