IFM Monitored World Equity
Fund Price: $75.86 (as at July 23, 2010) 1-week chg: 0.47% YTD: -6.00%
Returns as at June 30, 2010
| Fund | Group Avg | Index* | |
|---|---|---|---|
| 1 Month | -3.33% | -2.27% | -2.06% |
| 3 Months | -6.30% | -8.65% | -8.62% |
| 6 Months | -8.17% | -7.93% | -8.35% |
| 1 Year | 1.11% | 3.75% | 1.06% |
| 2 Year Avg | -5.73% | -9.58% | -9.51% |
| 3 Year Avg | -9.50% | -11.29% | -11.02% |
| 4 Year Avg | - | -4.98% | -4.43% |
| 5 Year Avg | - | -2.60% | -2.26% |
| 10 Year Avg | - | -3.14% | -3.78% |
| 15 Year Avg | - | 2.48% | 3.36% |
| 20 Year Avg | - | 4.17% | 5.30% |
| Since Inception | -8.95% | - | - |
| 2009 | 5.35% | 18.08% | 11.78% |
| 2008 | -18.53% | -30.81% | -26.05% |
| 2007 | - | -3.70% | -7.10% |
| 3 year risk | 12.64 | 17.49 | 15.42 |
| 3 year beta | 0.36 | 0.98 | 1.00 |
*MSCI World ($ Cdn)
Growth of $10,000
Risk Measures as at June 30, 2010
Best/Worst 12 months (since inception)
| Best (ending Mar 10): | 16.83 |  |  |
| Worst (ending Oct 08): | -25.37 |  | |
Volatility meter (Based on 3 year standard deviation from Globefund.com)
Low
High Fund Objectives
The investment objective of the Fund is to provide long-term capital appreciation while seeking to protect Fund assets against downside risk.
Fund Facts
| Fund Sponsor: | Crystal Wealth Mgmt System Ltd. |
| Managed by: | Crystal Wealth Mgmt System Ltd. |
| Fund Type: | MF Trust |
| Inception Date: | April 2007 |
| Asset Class: | Global Equity |
| Quartile Rank: | 2 (3YR ending June 30, 2010) |
| Total Assets: | N/A |
| Mgmt Exp. Ratio (MER): | - |
| Management Fee: | 2.00% |
| Load Type: | Front End |
- Globe 5-Star Rating:
- RRSP Eligible:
- Canadian
- Min. Invest (initial):
- $5,000
- Subsequent:
- $1,000
- Min. Invest (initial RRSP):
- $5,000
- Subsequent RRSP:
- $1,000
- Closed:
- No
- Restricted:
- Yes
- Restriction:
- sophisticated / accredited investors
Asset Allocation
Equity Sector Weightings
Fund Geography
Top Holdings
Portfolio Manager(s)
Clayton Smith
Crystal Wealth Mgmt System Ltd.
Start Date: April, 2007
Fund Return: -8.96%
Clayton Smith earned a BA from The Royal Military College and served as a Captain in the Infantry for five years before entering the financial industry in 1994. After becoming a Chartered Financial Planner and building a successful financial planning business, Clayton launched Crystal Wealth in 1998. He completed Level 1 of the Chartered Financial Analyst program in 1998 and holds the Chartered Alternative Investment Analyst certification. He created and managed Crystal�s retail mutual funds until they were sold to Co-operators in 2002.
Also manages:Crystal Enhanced Mortgage, Crystal Enlightened Growth, Crystal Enlightened Income, Crystal Enlightened Res & Pr Metals
