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Results
Class A Results
Monthly Performance Report / March 2020
Download Class A Fund Facts
MONTHLY RESULTS
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -2.9% | 2% | -4.0% | -5% |
| 2019 | 5.8% | 3.2% | 1.5% | 1.3% | 3.2% | 0.9% | 0.4% | 1.9% | 2.2% | -2.5% | 3% | 1.9% | 25% |
| 2020 | 3.5% | -5.2% | -14.5% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -16.1% |
Top 10 Positions
| Maple Leaf Foods Inc. |
| BCE Inc. |
| Rogers Communications Inc. Class B |
| TELUS Corporation |
| Loblaw Companies Limited |
| Premium Brands Holding Corporation |
| George Weston Limited |
| Emera Incorporated Brookfield Renewable Partners LP |
| Algonquin Power & Utilities Corp. |
| Fortis Inc. |
Sector Exposures
| Commercial Services | 0.0% |
| Communications | 19.8% |
| Consumer Durables | 0.0% |
| Consumer Non-Durables | 14.5% |
| Consumer Services | 3.3% |
| Distribution Services | 0.8% |
| Electronic Technology | 0.0% |
| Energy Minerals | 0.7% |
| Finance | 17.5% |
| Health Services | 0.0% |
| Health Technology | 0.0% |
| Industrial Services | 6.0% |
| Non-Energy Minerals | 0.0% |
| Process Industries | 0.0% |
| Producer Manufacturing | 2.1% |
| Retail Trade | 12.7% |
| Technology Services | 0.6% |
| Transportation | 0.5% |
| Utilities | 21.4% |
