EdgePoint Global Portfolio Series F
Overview
Performance
Growth of 10,000
Returns
YTD
|
2024
|
2023
|
2022
|
2021
|
2020
|
2019
|
2018
|
2017
|
2016
|
2015
| |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment |
8.95
|
10.07
|
13.02
|
-5.50
|
19.61
|
-0.01
|
14.54
|
-2.31
|
18.01
|
14.67
|
14.00
|
| Category |
6.13
|
21.92
|
16.19
|
-14.08
|
16.27
|
12.46
|
19.34
|
-4.46
|
13.58
|
3.32
|
11.85
|
| Index |
8.10
|
27.41
|
18.85
|
-11.94
|
17.27
|
14.59
|
20.52
|
-1.17
|
16.34
|
5.07
|
18.09
|
| Quartile Rank |
Quartile Rank is
first
|
Quartile Rank is
fourth
|
Quartile Rank is
third
|
Quartile Rank is
first
|
Quartile Rank is
second
|
Quartile Rank is
fourth
|
Quartile Rank is
fourth
|
Quartile Rank is
second
|
Quartile Rank is
first
|
Quartile Rank is
first
|
Quartile Rank is
second
|
| Percentile Rank |
23
|
93
|
62
|
15
|
27
|
86
|
83
|
31
|
16
|
1
|
45
|
| # of Invest. in Cat. |
1,526
|
1,785
|
1,920
|
1,918
|
1,857
|
2,041
|
2,086
|
1,721
|
1,525
|
1,334
|
1,302
|
| 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
|
Price
Cost Illustration
Selected Option
Sustainability
ESG Risk Rating
4/5
Corporate Sustainability Score
Sovereign Sustainability Score
Low Carbon Designation
No Designation
Carbon Risk Score
Strategy
Related Investments
Investment Name | Ticker | Inception | Net Assets | Front Load % | Deferred Load % | Expense Ratio % | Minimum Initial Purchase | 12b-1 Actual | Purchase Constraint | Shareclass Attributes |
|---|---|---|---|---|---|---|---|---|---|---|
EdgePoint Glbl Port (non-HST) Sr A(N)
|
EDG1001
|
Aug 03, 2010
|
1.29 Bil
|
—
|
—
|
—
|
20.00 k
|
—
|
—
|
—
|
EdgePoint Glbl Port (non-HST) Sr F(N)
|
EDG5001
|
Aug 03, 2010
|
1.79 Bil
|
—
|
—
|
—
|
20.00 k
|
—
|
—
|
—
|
EdgePoint Glbl Port A(N) T6
|
EDG10061
|
Nov 02, 2021
|
3.50 Mil
|
—
|
—
|
—
|
20.00 k
|
—
|
—
|
—
|
EdgePoint Glbl Port AT6
|
EDG1006
|
Nov 02, 2021
|
1.93 Mil
|
—
|
—
|
—
|
20.00 k
|
—
|
—
|
—
|
EdgePoint Glbl Port F(N) T6
|
EDG50061
|
Nov 02, 2021
|
4.02 Mil
|
—
|
—
|
—
|
20.00 k
|
—
|
—
|
—
|
EdgePoint Glbl Port FT6
|
EDG5006
|
Nov 02, 2021
|
18.82 Mil
|
—
|
—
|
—
|
20.00 k
|
—
|
—
|
—
|
EdgePoint Global Portfolio Series A
|
EDG100
|
Nov 17, 2008
|
3.10 Bil
|
—
|
—
|
—
|
20.00 k
|
—
|
—
|
—
|
EdgePoint Global Portfolio Series F
|
EDG500
|
Nov 17, 2008
|
5.57 Bil
|
—
|
—
|
—
|
20.00 k
|
—
|
—
|
—
|
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