PBI.B:CA:TSX-Purpose Best Ideas Fund

ETF | North American Equity | Toronto Stock Exchange

Last Closing

CAD 32.41

Change

0.00 (0.00)%

Market Cap

CAD 0.02B

Volume

20.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The Purpose Best Ideas Fund seeks to provide shareholders with attractive long-term capital appreciation by investing in a high conviction portfolio of North American equities.

Inception Date:

Primary Benchmark:

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio:

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-03-21 )

Largest Industry Peers for North American Equity

Symbol Name Mer Price(Change) Market Cap
ZFN:CA BMO SIA Focused North American.. 0.00 %

-0.27 (-0.56%)

CAD 0.19B
PDF:CA Purpose Core Dividend 0.68 %

+0.29 (+0.93%)

CAD 0.16B
WOMN:CA BMO Women In Leadership Fund S.. 0.39 %

+0.19 (+0.58%)

CAD 0.15B
PDIV:CA Purpose Enhanced Dividend Fund.. 0.86 %

+0.04 (+0.43%)

CAD 0.05B
PBI:CA Purpose Best Ideas 0.79 %

N/A

CAD 0.02B

ETFs Containing PBI.B:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (North American Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 21.16% 89% A- 87% B+
Dividend Return N/A N/A N/A N/A F
Total Return 21.16% 89% A- 87% B+
Trailing 12 Months  
Capital Gain 5.06% 83% B 80% B-
Dividend Return N/A N/A N/A N/A F
Total Return 5.06% 67% D+ 71% C-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Average Annual (5 Year Horizon)  
Capital Gain 6.98% 100% F 77% C+
Dividend Return 6.98% 100% F 70% C-
Total Return N/A N/A N/A N/A F
Risk Return Profile  
Volatility (Standard Deviation) 11.73% 33% F 55% F
Risk Adjusted Return 59.48% 83% B 71% C-
Market Capitalization 0.02B 56% F 9% A-

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.