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Canoe Energy Portfolio Class A (0P0000SPVD.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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3.5235+0.0061 (+0.17%)
At close: 03:00PM EST

Canoe Energy Portfolio Class A

Suite 2750, 421-7th Avenue SW

877-434-2796
Management Information
Rafi G. Tahmazian,Lead Manager since February 13, 2011
Rafi Tahmazian, Director & Senior Portfolio Manager. Joined Canoe Financial in 2008. Bachelor of Arts in Economics, University of Calgary. Industry start date: 1991. Rafi leads the Canoe Energy team and has more than 28 years of experience in the energy sector. Prior to Canoe he spent 13 years at First Energy Capital, a leading investment dealer that focused on the energy industry.
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

CategoryEnergy Equity
Fund FamilyCanoe Financial LP
Net Assets280.15M
YTD Return88.41%
Yield1.03%
Morningstar Rating★★
Inception DateFeb. 13, 2011

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover312.19%
Average for CategoryN/A

Fees & Expenses

Expense0P0000SPVD.TOCategory Average
Annual Report Expense Ratio (net)2.80%1.90%
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