Steadyhand Founders Fund
A balanced mix of stocks and bonds
NAV$16.8836
AUM$779.1M
Inception2012-02-17
Data as at 2026-10-23
As at 2026-09-30
Asset Mix
Equities
49.2%Bonds
36.7%Cash
14.2%Geographic Breakdown (Equities)
Canada
51.1%United States
27.2%Overseas
21.7%Sector Allocation (Equities)
Financials
22.4%Industrials
19.3%Information Technology
11.8%Consumer Discretionary
10.6%Materials
8%Energy
7.9%Consumer Staples
7.8%Health Care
6.2%Real Estate
2.4%Communication Services
2.3%Utilities
1.3%Top 10 Holdings
| # | Name | Weight |
|---|---|---|
| 1 | Royal Bank Of Canada | 1.86% |
| 2 | Samsung Electronics Company Ltd. | 1.30% |
| 3 | Microsoft Corporation | 1.28% |
| 4 | Canadian Pacific Kansas City L | 1.02% |
| 5 | Suncor Energy Inc. | 0.99% |
| 6 | Canadian National Railway Company | 0.91% |
| 7 | Toronto-Dominion Bank | 0.88% |
| 8 | Loblaw Companies Limited | 0.86% |
| 9 | Toromont Industries Limited | 0.83% |
| 10 | Dollarama Inc | 0.72% |