Steadyhand
Steadyhand

Builders Fund

Overview
Performance
Holdings
Commentary
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A few notes about performance:

1. All posted fund returns are after all fees.
2. All fund returns are before any fee reductions.
3. Advice is included in our fees. We're here to help you build and monitor your portfolio.

After-fee Compound Annualized Returns (%)
As of March 31, 2024
  YTD 3 M 1 YR 3 YR 5 YR 10 YR 15 YR Incept*
Builders Fund 8.2 8.2 12.2 5.2 6.9 N/A N/A 6.9
Morningstar Developed Markets Index 11.4 11.4 24.4 10.4 11.8 N/A N/A 12.2
Morningstar Canada Index 6.8 6.8 14.1 8.6 9.3 N/A M/A 9.7

*February 15, 2019
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.

After-fee Calendar Year Returns (%)
As of December 31, 2023
  2019 2020 2021 2022 2023
Builders Fund N/A 6.9 14.7 -12.1 10.9
Morningstar Developed Markets Index N/A 13.7 19.6 -12.4 19.6
Morningstar Canada Index N/A 5.0 23.9 -6.2 11.3


After-fee Cumulative Returns (%)
As of March 31, 2024
  YTD 3 M 1 YR 3 YR 5 YR 10 YR 15 YR Incept*
Builders Fund 8.2 8.2 12.2 16.5 39.6 N/A N/A 40.5
Morningstar Developed Markets Index 11.4 11.4 24.4 34.5 74.4 N/A N/A 80.2
Morningstar Canada Index 6.8 6.8 14.1 28.2 56.2 N/A N/A 60.5

*February 15, 2019
Note: The indicated rates of return are the historical cumulative 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.

After-fee Rolling 5-year Compound Returns (%)
As of December 31, 2023
  '07-12 '08-13 '09-14 '10-15 '11-16 '12-17 '13-18 '14-19 '15-20 '16-21 '17-22 '18-23
Builders Fund N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A
Morningstar Developed Markets Index N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A
Morningstar Canada Index N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A

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 ($/unit)
 
  2019 2020 2021 2022 2023 2024 YTD
Income 0.13 0.03 0.06 0.23 0.07
Capital Gain 0.09 - 0.46 - 0.09
Total 0.22 0.03 0.52 0.23 0.16


Fees

All-in at $10,000: 1.63%
At $250,000: 1.43%
At $500,000: 1.29%
Greater than $500,000: Even less
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Salman Ahmed Salman Ahmed

Meet Salman Ahmed

Steadyhand Investment Management Ltd.

Watch Salman's video to learn more about the fund, who it's appropriate for, and Salman's approach to managing it.

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Literature

Fund Profile: 03.31.24