Small-Cap Equity Fund
Performance
This fund is designed to grow your wealth. The portfolio manager is judicious about buying companies that will provide you with attractive growth while seeking to limit downside risk. Due to the nature of the small-cap market, however, the fund’s performance may be more volatile than funds that invest in larger companies. As well, because smaller companies tend to be under-followed, it can take longer for the market to recognize their true value. These additional risks are countered by the enhanced growth potential of small-cap stocks.
While this fund is new, its portfolio adviser, Wutherich & Company, is well seasoned. To learn more about Wutherich & Company's investment management capabilities and track record, feel free to give us a call (1.888.888.3147) or send us an email.
Annualized Compound Returns (%)
As of March 31, 2008
| YTD | 3 M | 1 YR | 3 YR | 5 YR | 10 YR | Since Inception* |
|---|---|---|---|---|---|---|
| -3.9 | -3.9 | 10.5 | - | - | - | 17.0 |
*February 13, 2007
Note: The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends or distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Important information about the Steadyhand funds is contained in our simplified prospectus. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Distributions ($ per unit)
As of March 31, 2008| Type | Q1 2008 | Q2 2008 | Q3 2008 | Q4 2008 |
|---|---|---|---|---|
| Income | - | - | - | - |
| Capital Gain | - | - | - | - |
| Total | - | - | - | - |
As of December 31, 2007
| Type | Q1 2007 | Q2 2007 | Q3 2007 | Q4 2007 |
|---|---|---|---|---|
| Income | - | - | - | 0.01 |
| Capital Gain | - | - | - | 0.54 |
| Total | - | - | - | 0.55 |