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Barometer Disciplined Leadership Equity A

Ranked 3193 out of 3355 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Gregory Guichon

Objective

This Funds objective is to achieve long-term capital appreciation by investing in equity securities without geographic restrictions. The Funds holdings are also not restricted by market capitalization, size or sector. However, due to our strict liquidity requirements, we focus our investments in actively traded securities.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 31/10/2017 - 31/10/2018
  • Rank 3193/3355 Total Return
  • Rank 3273/3355 Standard Deviation
  • Rank 3178/3355 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.9% 0.1% 3.2%
2017 18.5% 0.3% 6.3% 4.1% 6.7%
2016 7.6% 2.2% 5.5% 2.5% -2.6%
2015 -11.0% -0.3% 1.9% -10.5% -2.1%
2014 -2.0% -1.6% 12.3% -7.6% -4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date31/12/2013
  • Share Class size14Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment100

Charges

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