CDSPI Balanced Portfolio (CI)

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  • NAV / 1-Day Return
    23.46 / -0.11%
  • Investment Size
    16.5 Mil
  • TTM Yield
    0.00%
  • MER
    1.65%
  • Share Class Type
  • Minimum Initial Investment
    25
  • Category
    Canada Insurance Global Neutral Balanced
  • Investment Style
    Large Blend
  • Credit Quality / Interest Rate Sensitivity
    Medium/Extensive
  • Turnover
  • Risk Level
    Medium
  • Inception Date
    Mar 01, 2007

Performance

Growth of 10,000

  • Index
    18,752
  • Investment
    17,280
  • Category
    15,503
  • 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 4.88 4.85 6.78 -4.03 13.31 6.19 10.36 -10.24 9.38 15.59 1.75
Category 3.66 4.08 5.88 -4.49 12.29 6.06 10.15 -11.19 8.80 12.66
Index 6.08 5.94 7.82 -0.41 13.65 9.64 8.27 -10.37 11.57 14.02
Quartile Rank
Percentile Rank 53 34 36 44 31 43 72 25 54 8 6
# of Invest. in Cat. 476 560 632 615 664 697 765 843 878 905
Category Name
CA132 Canada Insurance Global Equity Balanced
CA132 Canada Insurance Global Equity Balanced
CA136 Canada Insurance Global Neutral Balanced
CA136 Canada Insurance Global Neutral Balanced
CA136 Canada Insurance Global Neutral Balanced
CA136 Canada Insurance Global Neutral Balanced
CA132 Canada Insurance Global Equity Balanced
CA132 Canada Insurance Global Equity Balanced
CA132 Canada Insurance Global Equity Balanced
CA136 Canada Insurance Global Neutral Balanced
CA136 Canada Insurance Global Neutral Balanced

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 -0.11 -0.58 4.99 0.41 1.75 9.23 8.69 7.67 4.96 6.64 4.79
Category
Index
Quartile Rank
Percentile Rank 87 4 19 3 6 13 8 24 14 4
# of Invest. in Cat. 499 499 499 499 499 485 462 446 302 163

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