EdgePoint Global Portfolio Series F

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  • NAV / 1-Day Return
    36.64 / -1.37%
  • Investment Size
    12.3 Bil
  • TTM Yield
    1.00%
  • MER
    0.99%
  • Share Class Type
    Fee-based Advice
  • Minimum Initial Investment
    20,000
  • Category
    Canada Fund Global Equity
  • Investment Style
    Mid Blend
  • Turnover
    37%
  • Risk Level
    Medium
  • Inception Date
    Nov 17, 2008
  • Status
    Open

Performance

Growth of 10,000

  • Index
    30,664
  • Investment
    24,483
  • Category
    23,271
  • Growth
A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Manager Change : Full Partial
Total Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Investment 14.00 14.67 18.01 -2.31 14.54 -0.01 19.61 -5.50 13.02 10.07 0.88
Category 11.85 3.32 13.58 -4.46 19.34 12.46 16.27 -14.08 16.19 21.92 -0.33
Index 18.09 5.07 16.34 -1.17 20.52 14.59 17.27 -11.94 18.85 27.41 -0.47
Quartile Rank
Percentile Rank 45 1 16 31 83 86 27 15 62 93 36
# of Invest. in Cat. 1,302 1,334 1,525 1,721 2,086 2,041 1,857 1,918 1,920 1,785 1,507
Category Name
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity

Trailing Returns

Total Return %
1-Day
1-Week
1-Month
3-Month
YTD
1-Year
3-Year
5-Year
10-Year
15-Year
Earliest Available
Investment -1.37 -3.32 4.11 -3.93 0.88 5.76 10.58 11.58 7.81 11.52 13.07
Category -1.10 -2.59 6.40 -2.68 -0.33 9.03 12.73 10.49 7.84 9.66
Index -1.10 -2.89 6.91 -2.91 -0.47 12.05 15.78 13.57 10.42 12.44
Quartile Rank
Percentile Rank 76 85 88 67 36 72 78 30 50 20
# of Invest. in Cat. 1,526 1,520 1,520 1,513 1,507 1,445 1,250 1,056 549 282
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