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Guardian Canadian Equity Fund Series I (0P00007404.TO)

Toronto - Toronto Delayed Price. Currency in CAD
193.460.00 (0.00%)
At close: 04:00PM EDT

Guardian Canadian Equity Fund Series I

Commerce Court West

PO Box 201

Suite 3100

800 253 9181
Management Information
,Lead Manager since June 30, 2013
Sam joined Guardian Capital LP (GCLP) in 2007 as portfolio manager on the systematic strategies team. In 2013 he transitioned into Guardian’s Canadian Equity team, focusing on the large-cap Core Canadian equities strategies. His career in the financial services industry began in 1999 when he joined Invesco Trimark as an Associate, Strategy and Communications. Sam subsequently assumed the role of Project Manager, Office of the CEO, in the Taiwan office of Invesco. Sam graduated from University of British Columbia (1999) with a BA (Honours) and is a CFA® charterholder (2002).
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 FamilyGuardian Capital LP
Net Assets426.77M
YTD Return13.14%
Morningstar Rating★★★★
Inception DateNov 30, 1985

Fund Operations

Last Dividend3.87
Last Cap GainN/A
Holdings Turnover62.74%
Average for CategoryN/A

Fees & Expenses

Expense0P00007404.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