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Canoe Energy Portfolio Class A (0P0000SPVD.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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10.44-0.02 (-0.23%)
At close: 04:00PM EDT

Canoe Energy Portfolio Class A

Suite 2750, 421-7th Avenue SW

Management Information
,Lead Manager since February 20, 2020
David Szybunka has more than 13 years experience in portfolio management and energy equities analysis. David is currently Vice President & Portfolio Manager, Energy Equities with Canoe Financial. Previously, David worked at Rayne Capital as the Head Energy Portfolio Manager. Prior thereto David was an Associate Portfolio Manager on the Canoe Energy team. David started his career in the energy industry as a Financial Analyst with Peters & Co, a Calgary-based energy investment dealer.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyCanoe Financial LP
Net Assets959.29M
YTD Return17.60%
Morningstar Rating
Inception DateFeb 13, 2011

Fund Operations

Last Dividend0.33
Last Cap GainN/A
Holdings Turnover118.72%
Average for CategoryN/A

Fees & Expenses

Expense0P0000SPVD.TOCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A