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

ETF | North American Equity | Toronto Stock Exchange

Last Closing

CAD 33.18

Change

0.00 (0.00)%

Market Cap

CAD 0.02B

Volume

50.00

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: 2019-04-23 )

Largest Industry Peers for North American Equity

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

-0.04 (-0.08%)

CAD 0.19B
PDF:CA Purpose Core Dividend 0.68 %

+0.20 (+0.64%)

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

+0.04 (+0.12%)

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

+0.02 (+0.21%)

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 24.04% 89% A- 88% B+
Dividend Return N/A N/A N/A N/A F
Total Return 24.04% 89% A- 88% B+
Trailing 12 Months  
Capital Gain 16.18% 100% F 90% A-
Dividend Return N/A N/A N/A N/A F
Total Return 16.18% 100% F 88% B+
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 7.25% 100% F 78% C+
Dividend Return 7.25% 100% F 71% C-
Total Return N/A N/A N/A N/A F
Risk Return Profile  
Volatility (Standard Deviation) 11.72% 29% F 55% F
Risk Adjusted Return 61.84% 86% B+ 73% C
Market Capitalization 0.02B 56% F 8% B-

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.