Toronto - Delayed Quote • CAD
United Canadian Equity Value Corporate Class E5T8 (0P0001FK13.TO)
At close: August 7 at 4:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -- |
| 5y Average Return | -- |
| Number of Years Up | -- |
| Number of Years Down | 1 |
| Best 1Y Total Return | -10.40% |
| Worst 1Y Total Return | -10.40% |
| Best 3Y Total Return | -10.40% |
| Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001FK13.TO
Category
- YTD
- 15.04%
- 2.36%
- 1-Month
- 3.65%
- 1.02%
- 3-Month
- 4.27%
- 2.36%
- 1-Year
- 2.26%
- 14.79%
- 3-Year
- 0.00%
- 5.89%
- 5-Year
- 0.00%
- 9.07%
- 10-Year
- 0.00%
- 4.06%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0001FK13.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2019 | 10.33% | 4.27% | -- | -- |
| 2018 | -2.62% | 3.51% | 0.33% | -11.40% |
| 2017 | 2.46% | 3.39% | -- | -- |
Rank in Category (By Total Return)
| YTD | 23 |
| 1-Month | 14 |
| 3-Month | 12 |
| 1-Year | 45 |
| 3-Year | -- |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 2.26% |
| 3-Year | -- |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 23 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
Fund Overview
| Category | Canadian Focused Equity |
| Fund Family | CI Investments Inc |
| Net Assets | 391.55M |
| YTD Return | 15.04% |
| Yield | 0.84% |
| Morningstar Rating | -- |
| Inception Date | May 01, 2017 |
Fund Summary
The primary investment objective of the Canadian Equity Value Corporate Class is to provide long-term capital growth and reasonable current income through investment primarily in equity and equity-related securities of Canadian companies that the portfolio adviser believes represent good value and have the potential for consistent long-term growth. Equity-related securities include convertible preferred shares, convertible debt obligations and warrants. This fund also may invest in other mutual funds.
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