BEST Venture Opportunities

Performance

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
-2.88
-11.22
-0.65
-6.34
3.01
2.13
0.02
-6.34
18.12
-8.26
-0.33
Category
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Index
-15.87
29.16
4.47
-14.99
18.09
8.02
18.50
-7.24
4.81
25.84
15.98
Quartile Rank
Percentile Rank
# of Invest. in Cat.
Category Name
CA142 Canada Fund Retail Venture Capital
CA142 Canada Fund Retail Venture Capital
CA142 Canada Fund Retail Venture Capital
CA142 Canada Fund Retail Venture Capital
CA142 Canada Fund Retail Venture Capital
CA142 Canada Fund Retail Venture Capital
CA142 Canada Fund Retail Venture Capital
CA142 Canada Fund Retail Venture Capital
CA142 Canada Fund Retail Venture Capital
CA142 Canada Fund Retail Venture Capital
CA142 Canada Fund Retail Venture Capital

Price

Cost Illustration (10k; 5% Return; CAD)

Fees 1-Yr 5-Yr 10-Yr
MER 590 2,891 5,635

Selected Option

FundServ Code Load Type
DYN869 Deferred Sales Charge

Alternative Options

FundServ Code Load Type
UAL869 Deferred Sales Charge

Sustainability

ESG Risk Rating

0/5

Corporate Sustainability Score
Sovereign Sustainability Score
Low Carbon Designation

No Designation

Carbon Risk Score

Strategy

The investment objective of the fund is to achieve long-term capital appreciation. There are certain risks associated with venture capital investments, which the fund intends to reduce by diversifying its portfolio following a specified investment strategy. The fund will invest in eligible Canadian businesses in different regions, industries and stages of development within the requirements imposed by the Federal Act and the Ontario Act.

Related Investments

Investment Name
Ticker
Inception
Net Assets
Front Load %
Deferred Load %
Expense Ratio %
Minimum Initial Purchase
12b-1 Actual
Purchase Constraint
Shareclass Attributes
BEST Venture Opportunities
BEST Venture Opportunities
DYN869
Jan 25, 1994
3.41 Mil
500.00
C/L Closed to New/All Investments
BEST Venture Opportunities Sr II
BEST Venture Opportunities Sr II
UAL969
Jan 05, 2004
9.70 Mil

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