PH&N Vintage Fund

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Doug Stadelman

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Investment Objective

The fundamental investment objectives of the Fund are to provide long-term capital growth and dividend income by investing primarily in a well-diversified portfolio of common stocks of Canadian corporations listed on the Toronto Stock Exchange.

Fund Details

Series: A
Fund Code: RBF7400
Load Structure: No Load
Currency: CAD
Inception Date: Nov, 2008
Series A NAV $: 30.07
Series A MER %: 2.23
Adjusted A MER %: 2.14
Benchmark:
  • S&P/TSX Capped Composite Index


  • 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 %