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Fund Price: $13.36 (as at July 28, 2015)  1-day chg: $.1052 0.79%  YTD: -9.27%

Returns as at June 30, 2015

  Fund Group Avg Index*
1 Month -3.12% -1.64% -2.62%
3 Months -1.45% 0.23% -1.26%
6 Months -2.04% 4.78% 1.80%
1 Year -14.82% 0.97% -6.23%
2 Year Avg 4.90% 13.05% 10.24%
3 Year Avg 7.67% 14.24% 9.19%
4 Year Avg 9.06% 8.27% 4.21%
5 Year Avg 13.29% 10.95% 8.72%
10 Year Avg - 4.99% 6.60%
15 Year Avg - 6.25% -
20 Year Avg - 7.82% -
Since Inception 7.57% - -
 
2014 -6.35% 6.08% 5.74%
2013 24.69% 24.41% 12.22%
2012 16.87% 11.02% 4.75%
 
3 year risk 8.94 9.88 8.51
3 year beta 0.78 0.73 1.00

*S&P/TSX Completion Total Return

Growth of $10,000

This graph shows how a $10,000 investment in this fund would have changed in value compared with the S&P/TSX Completion Total Return.

Risk Measures as at June 30, 2015

Best/Worst 12 months (since inception)
Best (ending May 11): 33.85 bar graph of the performance of this holding (negative result) bar graph of the performance of this holding (positive result)
Worst (ending Feb 09): -35.95 bar graph of the performance of this holding (negative result) bar graph of the performance of this holding (positive result)
Volatility meter (Based on 3 year standard deviation from GlobeInvestor.com)
Low VOLATILITY METER: 9 High

Fund Objectives

The fundamental investment objective of the fund is to achieve long-term capital growth. The fund invests primarily in common shares of small and medium sized businesses in Canada and the United States.

Fund Facts

Fund Sponsor: Steadyhand Investment Funds Inc.
Managed by: Wutherich & Company
Fund Type: MF Trust
Inception Date: January 2007
Asset Class: Canadian Focused Small/Mid Cap Equity
Quartile Rank: 4 (3YR ending June 30, 2015)
Total Assets: $46.5 million
Mgmt Exp. Ratio (MER): 1.70%
Management Fee: 1.78%
Load Type: No Load
Globe 5-Star Rating:
RRSP Eligible:
Canadian
Min. Invest (initial):
$10,000
Subsequent:
$1,000
Min. Invest (initial RRSP):
$10,000
Subsequent RRSP:
$1,000
Closed:
No
Restricted:
Yes
Restriction:
Not Available in PQ,NB,NS,NF,PEI,YK,NWT,NUV (Min Initial Investment $10,000)
 
 

Asset Allocation September 30, 2013

Equity Sector Weightings September 30, 2013

Fund Geography September 30, 2013

Top Holdings as at September 30, 2013

Distribution Report (18 months up to July 28, 2015)

Frequency of Income Distributions: Annually

Frequency of Capital Gain Distributions: Annually

Date Income Dividend Capital Gain Total (Current Period) Trailing 12-Months Total Reinvestment Price
Dec 17, 2014 0.0251 1.5541 1.5793 1.5793 14.696

Portfolio Manager(s)

Wil Wutherich

Wutherich & Company

Start Date: February, 2007

Fund Return: 7.57%

Wil earned a Bachelor of Science degree from McGill University and an MBA from Concordia. Prior to founding Wutherich & Company Investment Counsel in 1999, Wil worked as an equity analyst at Standard Life and Van Berkom & Associates. He has over 14 years of experience in the investment industry.

View fund manager performance report