Overview
Portfolio Breakdown
Performance & Distributions
Documents
Overview
The purpose of this fund
Easy equity exposure to Canadian companies with a high potential for growth.
- •Active selection process with a focus on momentum and long-term growth prospects
- •Disciplined risk management adjusts market exposure in response to macro and technical factors
- •Tax-efficient returns from its corporate class structure
- •Winner of the FundGrade A+ Award* in 2021
Managed by -
Bruce Campbell
Portfolio Manager
StoneCastle Investment Management
Bruce Campbell is the founder of StoneCastle Investment Management. He has more than 25 years of experience managing funds and has worked for some of the largest investment dealers in Canada and the US.
*These annual awards recognize the best of the best among Canadian investment funds that have maintained a high FundGrade rating throughout a calendar year. FundGrade ranks and grades Canadian investment funds monthly against their peers using risk-adjusted performance metrics measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. It’s a completely quantitative measure. To make the grades relevant, funds are only measured against similar investment products with comparable investment mandates. Find out more at www.fundgradeawards.com.
FUND DETAILS
F PFC4901
F (PFC4901)
YIELD
N/A
MGMT FEE
1.50%
AUM
$8.5M
NAV
$18.93
(2024-11-25)
ORDER CUT-OFF TIME
4:00 PM (EST)
SETTLEMENT DATE
T+1
EXPAND ALL DETAILS
RETURNSAS AT 2024-10-31
| Series | 1Y | 3Y | 5Y | 10Y | Since Inception |
|---|---|---|---|---|---|
| F | 5.65% | -22.82% | -0.79% | 1.64% | 4.95% |