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STYLUS Momentum

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24.04
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-
2017-09-29
5 Years
  • Previous Close

    24.04

  • Net Assets

    172.57M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    -

  • Category

    Canadian Small/Mid Cap Equity

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Stylus Asset Management Inc

Fund Style

Open

Fund Manager

Richard Przybylski

Investment Style

Medium Growth

The investment objective of the Momentum Fund is to earn pre-tax total returns of 9% per annum averaged over a 5-year period. The Fund owns companies whose earnings have demonstrated rapid growth and that have exceeded recent earnings expectations and whose future earnings expectations are improving and that have positive price momentum. This Fund invests primarily in Canadian equities.

Purchase Information

Initial Purchase 100,000
Initial Purchase: IRA 100,000
Initial Purchase: AIP NA

Inception

1993-12-31

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