Steadyhand
Steadyhand

Founders Fund

Overview
Performance
Holdings
Commentary
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A few notes about performance:

1. All posted fund returns are after all fees.
2. All fund returns are before any fee reductions.
3. Advice is included in our fees. We're here to help you build and monitor your portfolio.

After-fee Compound Annualized Returns (%)
As of September 30, 2024
  YTD 3 M 1 YR 3 YR 5 YR 10 YR 15 YR Incept*
Founders Fund 10.3 5.7 17.8 3.8 5.7 5.0 N/A 6.2
Morningstar Canada Core Bond Index 4.1 4.6 12.7 -0.1 0.5 2.2 N/A 2.4
Morningstar Developed Markets Index 21.0 5.2 31.6 10.6 12.9 11.9 N/A 13.3
Morningstar Canada Index 17.0 10.1 26.3 9.1 10.4 7.3 N/A 7.8

*February 17, 2012
Note: The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends or distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Important information about the Steadyhand funds is contained in our simplified prospectus. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

After-fee Calendar Year Returns (%)
As of December 31, 2023
  2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023
Founders Fund 6.5 15.7 7.1 3.9 6.7 7.9 -4.9 11.6 8.5 9.2 -9.9 8.6
Morningstar Canada Core Bond Index N/A -1.7 9.1 3.6 1.5 2.6 1.3 6.9 8.7 -2.8 -11.5 6.3
Morningstar Canada Index N/A 12.1 9.5 -9.3 20.6 8.5 -9.7 21.7 5.0 23.9 -6.2 11.3
Morningstar Developed Markets Index N/A 35.8 14.5 19.1 4.2 14.5 -1.2 20.9 13.7 19.6 -12.4 19.6

*Feb. 17 - Dec. 31, 2012
Note: The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends or distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Important information about the Steadyhand funds is contained in our simplified prospectus. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

After-fee Cumulative Returns (%)
As of September 30, 2024
  YTD 3 M 1 YR 3 YR 5 YR 10 YR 15 YR Incept*
Founders Fund 10.3 5.7 17.8 11.7 31.7 63.5 N/A 114.6
Morningstar Canada Core Bond Index 4.1 4.6 12.7 -0.4 2.5 24.2 N/A 34.2
Morningstar Developed Markets Index 21.0 5.2 31.6 35.4 83.5 208.4 N/A 383.4
Morningstar Canada Index 17.0 10.1 26.3 29.8 63.8 102.7 N/A 157.7


Note: The indicated rates of return are the cumulative total returns including changes in unit value and reinvestment of all dividends or distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Important information about the Steadyhand funds is contained in our simplified prospectus. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

After-fee Rolling 5-year Compound Returns (%)
As of December 31, 2023
  '07-12 '08-13 '09-14 '10-15 '11-16 '12-17 '13-18 '14-19 '15-20 '16-21 '17-22 '18-23
Founders Fund N/A N/A N/A N/A N/A 8.2 4.0 4.9 5.8 6.3 2.5 5.3
Morningstar Canada Core Bond Index N/A N/A N/A N/A N/A 3.0 3.6 3.1 4.1 3.2 0.2 1.2
Morningstar Canada Index N/A N/A N/A N/A N/A 7.8 3.2 5.4 8.6 9.2 6.0 10.6
Morningstar Developed Markets Index N/A N/A N/A N/A N/A 17.2 10.0 12.0 11.2 13.2 7.3 11.5

Note: The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends or distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Important information about the Steadyhand funds is contained in our simplified prospectus. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Distributions ($/unit)
 
  2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Income 0.14 0.12 0.13 0.11 0.14 0.10 0.17 0.13 0.10 0.10 0.13 0.19
Capital Gains 0.20 0.18 0.29 0.25 0.18 0.26 0.42 0.22 0.06 0.32 0.07 0.08
Total 0.34 0.30 0.42 0.36 0.32 0.36 0.59 0.35 0.16 0.42 0.20 0.27 0.14


Fees

All-in at $10,000: 1.34%
At $250,000: 1.18%
At $500,000: 1.06%
Greater than $500,000: Even less
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Tom Bradley Tom Bradley

Meet Tom Bradley

Steadyhand Investment Management Ltd.

Watch Tom's video to learn more about the fund, who it's appropriate for, and Tom's approach to managing it.

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Literature

Fund Profile: 09.30.24

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