Performance
Trailing returns
| 1 day | +0.89% |
| |||
| 1 week | +0.30% |
| |||
| 4 week | +6.40% |
| |||
| 3 month |
| -0.57% | |||
| YTD | +1.27% |
| |||
| 1 year | +13.01% |
| |||
| 3 years* | +0.77% |
| |||
| 5 years* |
| -4.83% | |||
| *annualized | |||||
| Best 3 month return | +30.26% | |
| Worst 3 month return | -34.79% |
Morningstar statistics
Morningstar category: Canadian Equity
| Return | Risk | Rating | |
| 3 years | Below Average | High |
 
|
| 5 years | Below Average | High |
|
| 10 years | - | - | - |
| Overall | Below Average | High |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 11.71M | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | - | |
| Management fee | 2.40% | |
| Fund family | Standard Life Assurance Co. of Canada |
Asset allocation
| Cash | 3.58% | |
| Stocks | 95.33% | |
| Bonds | 0.00% | |
| Other | 1.09% |
Purchase information
| Initial | $1,000 | |
| Additional | $250 | |
| IRA Initial | $1,000 |
8.34+0.07(0.89%)
May 17, 4:30PM EDT
Overall Morningstar RatingTM
Description
The Fund invests primarily in a diversified portfolio of Canadian equity and equity-type securities.
Asset manager:
Management Team (Started: Oct 15, 2007)
Management Team (Started: Oct 15, 2007)
Advisor Company:
Standard Life Investments Inc.
Standard Life Investments Inc.
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | -6.14 | -5.86 | -4.48 | - | |
| Beta* | 1.24 | 1.30 | 1.10 | - | |
| Mean annual return | 0.12 | 0.07 | -0.06 | - | |
| R-squared* | 95.76 | 94.16 | 95.49 | - | |
| Standard deviation | 10.97 | 14.34 | 19.08 | - | |
| Sharpe ratio | 0.04 | 0.00 | -0.09 | - | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Standard Life Canadian Equity Focus O | 100.00% |