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Beneva Low Volatility Global Equity (tdam) (0P0000WGYF)

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26.212 -0.090    -0.35%
12/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  La Capitale, Ins and Financial Services
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 43.78M
La Capitale Low Volatility Global Equity TDAM 26.212 -0.090 -0.35%

Beneva Low Volatility Global Equity (tdam) Overview

 
Find basic information about the Beneva Low Volatility Global Equity (tdam) 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 0P0000WGYF MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: )
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Rating
1-Year Change19.1%
Prev. Close26.304
Risk Rating
TTM Yield0%
ROE19.77%
IssuerLa Capitale, Ins and Financial Services
TurnoverN/A
ROA6.54%
Inception DateOct 10, 2011
Total Assets43.78M
ExpensesN/A
Min. Investment500
Market Cap62.03B
CategoryGlobal Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1150 1031 1189 1217 1150 1669
Fund Return 15.03% 3.07% 18.87% 6.75% 2.83% 5.25%
Place in category - - - - - -
% in Category - - - - - -

Top Equity Funds by Beneva inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  La Capitale Canadian Eqty Inc Dyna 166.68M 12.95 5.30 7.50
  La Capitale Global Equity Discove 102.79M 18.84 2.17 9.86
  La Capitale Low Volatility Canadian 39.99M 15.23 5.69 5.80
  La Capitale Canadian Equity Fidelit 39.28M 15.17 5.96 7.25
  La Capitale Small Capitalization Ca 24.78M 9.18 -2.59 3.56

Top Funds for Global Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Global Innovators Class F 14.31B 43.16 12.27 -
  Mawer Global Equity 13.94B 8.62 5.37 10.93
  Capital Group Glbal Equity Fd F CAD 13.86B 22.86 3.88 11.66
  Capital Group Glbal Equity Fd A CAD 13.86B 21.74 2.74 10.43
  Capital Group Glbal Equity Fd D CAD 13.86B 22.55 3.53 11.18

Top Holdings

Name ISIN Weight % Last Change %
TD Emerald Low Volatility Global Eq PFT - 100.00 - -

Technical Summary

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