We measure investment success over periods of ten years or more and believe it takes considerable skill to consistently add value over the long term. As such, we place little value in the short-term investment results shown.
RETURNS AS AT
| Series |
YTD |
1-year |
3-year |
5-year |
Since inception |
Inception date |
| A |
-- |
-- |
-- |
-- |
-- |
November 17, 2008 |
| A(N), non HST |
-- |
-- |
-- |
-- |
-- |
August 3, 2010 |
| B |
-- |
-- |
-- |
-- |
-- |
November 17, 2008 |
| B(N), non HST |
-- |
-- |
-- |
-- |
-- |
August 3, 2010 |
| F |
-- |
-- |
-- |
-- |
-- |
November 17, 2008 |
| F(N), non HST |
-- |
-- |
-- |
-- |
-- |
August 3, 2010 |
Throughout the year, EdgePoint Canadian Growth & Income receives dividends from Canadian and foreign stocks, interest from fixed-income securities and capital gains when securities are sold at a profit. Income and capital gains are paid out to investors in cash or reinvested in additional units at their discretion.
Portfolio distributions are paid quarterly (income) and annually in December (capital gains).
Date
| Series |
Income |
Capital gains |
Total |