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Edgepoint Global Portfolio Series A (0P0000IUYO)

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37.990 -0.510    -1.32%
18/12 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 12.6B
Type:  Fund
Market:  Canada
Issuer:  EdgePoint Wealth Management Inc
Asset Class:  Equity
EdgePoint Global Portfolio Series A 37.990 -0.510 -1.32%

0P0000IUYO Overview

 
Find basic information about the Edgepoint Global Portfolio Series A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000IUYO MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change11.13%
Prev. Close38.497
Risk Rating
TTM Yield0%
ROE14.97%
IssuerEdgePoint Wealth Management Inc
Turnover16.38%
ROA5.82%
Inception DateNov 17, 2008
Total Assets12.6B
ExpensesN/A
Min. Investment20,000
Market Cap37.58B
CategoryGlobal Equity
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Edgepoint Global Portfolio Series A Analysis


Performance

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Condition

Frequency

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%

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1128 1055 1163 1222 1358 2270
Fund Return 12.81% 5.47% 16.33% 6.9% 6.31% 8.55%
Place in category 1611 1142 1615 922 1183 345
% in Category 92 65 92 61 93 58

Top Equity Funds by EdgePoint Wealth Management Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  EdgePoint Glbl Port non HST Sr A 12.6B 12.98 7.07 8.72
  EdgePoint Glbl Port non HST Sr F 12.6B 14.07 8.20 9.87
  EdgePoint Global Portfolio Series F 12.6B 13.99 8.11 9.79
  EdgePoint Glbl Gr Inc Pt non HST A 10.14B 10.97 6.52 7.26
  EdgePoint Glbl Gr Inc Pt non HST F 10.14B 12.05 7.65 8.40

Top Funds for Global Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Global Innovators Class F 16.18B 55.54 14.87 -
  Mawer Global Equity 13.69B 11.93 6.20 10.88
  Capital Group Glbal Equity Fd F CAD 14.07B 27.39 5.28 11.77
  Capital Group Glbal Equity Fd A CAD 14.07B 26.11 4.12 10.53
  Capital Group Glbal Equity Fd D CAD 14.07B 27.03 4.93 11.29

Top Holdings

Name ISIN Weight % Last Change %
  Berry Global US08579W1036 5.65 64.66 -3.00%
  Norfolk Southern US6558441084 5.25 237.80 -1.93%
  Philips NL0000009538 4.81 24.19 +1.51%
  Fairfax Financial CA3039011026 4.73 1,990.07 -0.18%
  Mattel US5770811025 4.45 18.15 -2.73%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Strong Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Sell Strong Buy Strong Buy
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