PH&N U.S. Equity Fund

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Doug Raymond

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Stuart Kedwell

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Investment Objective

To provide significant long-term capital growth by investing primarily in a well-diversified portfolio of quality U.S. common stocks.

Fund Details

Series: A
Fund Code: RBF7160
Load Structure: No Load
Currency: CAD
Inception Date: Nov, 2008
Series A NAV $: 64.07
Series A MER %: 1.97
Adjusted A MER %: 1.88
Benchmark:
  • S&P 500 (C$)


  • Income Distribution: Annually
    Capital Gains Distribution: Annually
    Sales Status: Open
    Minimum Investment $: 500
    Subsequent Investment $: 25

    Notes:

    Resources


    Performance Analysis as of  April 30, 2017

    Growth of $10,000

    Returns and Quartile Ranking
    Calendar Returns %

    Trailing Return %