United Canadian Equity Sm Cap Corp Cl A

 (MUTF_CA:CIG17559)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.00%  
1 week
   
-0.22%  
4 week   +0.81%
   
3 month
   
-2.84%  
YTD
   
-4.80%  
1 year   +5.55%
   
3 years*   +0.94%
   
5 years*   +9.38%
   
*annualized
Best 3 month return+16.72%  
Worst 3 month return-23.60%  

Morningstar statistics

Morningstar category: Canadian Small/Mid Cap Equity
  Return Risk Rating
3 years Average Low
5 years Average Low
10 years     -     - -
Overall Average Low
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets166.51M 
Front load-  
Deferred load-  
Expense ratio-  
Management fee2.50%  
Fund familyCI Investments Inc 

Asset allocation

Cash5.89%  
Stocks93.08%  
Bonds0.00%  
Other1.03%  

Purchase information

InitialCA$100,000  
AdditionalCA$50  
IRA InitialCA$100,000  
AIP InitialCA$50  
AIP AdditionalCA$50  
13.670.00(0.00%)
Jul 19, 8:00PM EDT Overall Morningstar RatingTM

Description

The primary investment objective of the Canadian Equity Small Cap Corporate Class is to provide longterm capital growth together with the preservation of capital by investing primarily in common shares of Canadian corporations, diversified over a broad range of companies. The primary emphasis will be on small market capitalization. This fund also may invest in other mutual funds.
Fund filings (PDF) »
Asset managers:
Joe Jugovic (Started: Oct 22, 2007)
Ian Cooke (Started: Jan 9, 2015)
Advisor Company:
QV Investors Inc
Fund family reports on Morningstar »
2 Queen Street East,Twentieth Floor
416 364 6299 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* 3.48 0.76 4.83     -
Beta* 0.67 0.67 0.62     -
Mean annual return 0.70 0.12 0.79     -
R-squared* 22.33 57.29 47.68     -
Standard deviation 7.90 8.18 7.78     -
Sharpe ratio 1.01 0.11 1.13     -
* Against standard index

Top 10 holdings

Security Net Assets  
Atco Ltd Class I (ACLLF) 6.09%  
Canadian Western Bank (CBWBF) 5.57%  
AltaGas Ltd (ATGFF) 5.43%  
Industrial Alliance Insurance and Financial Services Inc (IDLLF) 5.06%  
E-L Financial Corp Ltd (ELFIF) 4.93%  
Laurentian Bank of Canada (LRCDF) 4.68%  
Superior Plus Corp (SUUIF) 4.10%  
Parkland Fuel Corp (PKIUF) 3.57%  
MacDonald Dettwiler and Associates Ltd (MDDWF) 2.99%  
Secure Energy Services Inc (SECYF) 2.96%