Exemplar Leaders Series A

 (MUTF_CA:AHP1500)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.33%
   
1 week   +0.93%
   
4 week   +0.43%
   
3 month   +3.92%
   
YTD   +4.07%
   
1 year   +14.74%
   
3 years*   +6.06%
   
5 years*   +9.13%
   
*annualized
Best 3 month return+18.34%  
Worst 3 month return-28.89%  

Morningstar statistics

Morningstar category: Canadian Focused Small/Mid Cap Equity
  Return Risk Rating
3 years Average Average
5 years Average Below Average
10 years     -     - -
Overall Average Below Average

Key statistics

Total assets28.44M 
Front load-  
Deferred load-  
Expense ratio-  
Management fee1.80%  
Fund familyArrow Capital Management Inc 

Purchase information

InitialCA$1,000  
AdditionalCA$100  
IRA InitialCA$1,000  
AIP InitialCA$1,000  
AIP AdditionalCA$100  
42.15+0.14(0.33%)
Apr 19, 8:00PM EDT Overall Morningstar RatingTM

Description

To maximize absolute returns through securities selection and asset allocation. In order to reduce risk and volatility, the fund will be diversified by market cap and industry sector. It invests primarily in equity and equity-related securities of N. American companies and may invest in international companies. The primary focus is on the securities believed to be trading at a discount to their intrinsic value and which present compelling investment opportunities. The assets of the fund will be allocated amongst strategies that balance risk, return and liquidity. The fund may follow a more concentrated investment approach and may overweight certain geographic regions, including N. America, and industry sectors such as the energy or financial sectors. This may result in the fund's portfolio weightings being substantially different from the weightings of the S&P/TSX Comp Total Return Index. The fund may engage in short selling as a result of relief it obtained from the CDN securities regulatory authorities.
Fund filings (PDF) »
Asset manager:
Alex Ruus (Started: Aug 27, 2007)
Advisor Company:
Arrow Capital Management Inc
Fund family reports on Morningstar »
36 Toronto Street, Suite 3206
877-306-2020 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* 14.28 3.64 4.88     -
Beta* 0.02 0.48 0.52     -
Mean annual return 1.26 0.47 0.70     -
R-squared* 0.03 25.66 29.30     -
Standard deviation 8.33 9.34 9.00     -
Sharpe ratio 1.76 0.53 0.85     -
* Against standard index