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Resolute Performance Fund
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Fund Sponsor: Resolute Funds Limited
Portfolio Manager: Resolute Funds Limited
Fund Type: Segregated

Asset Class: Canadian Equity
5-Star Rating:
RRSP Eligible: Yes

Inception Date: June, 2005
Total Assets: n/a
Sales Fee Type: Front End
Mgmt Expense Ratio (MER): 3.14%
Closed: No

Min. Invest (initial): $50,000.00
Subsequent: $20,000.00
Min. Invest (initial RRSP): $50,000.00
Subsequent RRSP: $20,000.00
Restricted: Yes
(Not Available in SA,MA,PQ,NB,NS,NF,PEI,YK,NWT,NUV;
Min. Investment $50,000;
Only for Min. initial investment $50,000)


Statistics


As of July 16, 2018

Current Price: $27.44
Daily Change $: $0.54
1 day: 2.00%
7 day: 3.12%
Month-to-Date: 7.83%
30 day: 12.56%
Year-to-Date: 47.13%

Returns as of June 30, 2018
Fund Group Avg Index*
1 month 15.42% 1.35% 1.69%
3 month 34.78% 5.45% 6.77%
6 month 36.45% 1.03% 1.95%
1 year 66.97% 7.19% 10.41%
3 year 49.96% 5.29% 6.96%
5 year 29.40% 7.82% 9.24%
10 year 0.34% 3.45% 4.24%
15 year n/a 7.23% 8.69%
20 year n/a 5.85% 6.59%
Since Inception 10.42% n/a n/a
3 year risk 35.09 7.65 7.14
3 year beta n/a n/a 1.00
* Index refers to S&P/TSX Total Return

Top Holdings
Not available
Extras

Fund Report
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Charting
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PDF Fund Profile
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Fund Codes & Fees
View fund code, load type, trailer fee and fee schedule data for this Mutual Fund.

Fund Price History
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Investment Objectives
The fundamental investment objective of the Fund is to provide investors with superior investment returns over the long term by investing primarily in Canadian equity securities with growth potential selected by Resolute Funds at its discretion. It is expected that investment returns will be derived primarily from capital appreciation rather than income.

Portfolio Composition

Sector Weightings

Not available Not available

Portfolio Manager(s)

Tom Stanley Manager
Resolute Funds Limited
Start Date: June, 2005
Fund Return: 10.42%