Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
-- 2.182B -- --
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
359.70M 11.87% Upgrade Upgrade

Basic Info

Investment Strategy
The Mini Mall Storage Properties Trust (the "Trust"), through its investment in the Mini Mall Storage Properties Limited Partnership and the Mini Mall U.S. Storage Properties Master LP (collectively, the "Mini Mall LPs"), provides investors with the opportunity to participate passively and indirectly in the consolidation of private self storage operations across Canada and the United States. The Trust seeks to generate investor returns via capital appreciation through asset and facility improvements, and via leasing revenues generated by the operations of the Mini Mall LPs.
General
Security Type Mutual Fund
Equity Style --
Broad Asset Class Miscellaneous
Broad Category Real Assets
Global Peer Group Real Estate Other
Peer Group Miscellaneous - Income and Real Property
Global Macro Real Estate Other
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Avenue Living Asset Management
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 86
-103.98M Peer Group Low
316.09M Peer Group High
1 Year
% Rank: 17
359.70M
-231.75M Peer Group Low
2.467B Peer Group High
3 Months
% Rank: 33
-105.70M Peer Group Low
1.938B Peer Group High
3 Years
% Rank: 10
-334.19M Peer Group Low
5.789B Peer Group High
6 Months
% Rank: 34
-122.49M Peer Group Low
2.125B Peer Group High
5 Years
% Rank: 10
-740.60M Peer Group Low
5.964B Peer Group High
YTD
% Rank: --
-3.885M Peer Group Low
2.222B Peer Group High
10 Years
% Rank: 6
-1.760B Peer Group Low
5.520B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
2025
--
--
--
13.21%
12.86%
12.03%
9.30%
11.87%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
7.23%
9.29%
8.55%
13.16%
13.38%
12.38%
13.94%
10.23%
4.95%
6.60%
-4.44%
10.44%
10.47%
-9.18%
1.70%
-2.90%
1.90%
20.02%
-11.77%
21.12%
-22.74%
10.04%
8.34%
4.50%
--
7.87%
9.04%
12.27%
15.28%
12.05%
8.12%
--
As of January 11, 2026.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-31-25) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings --

Fund Details

Key Dates
Launch Date 2/10/2020
Attributes
Inverse Fund No
Leveraged Fund --
Currency Hedged Fund --
Socially Responsible Fund No

Asset Allocation

Type % Net
Cash --
Stock --
Bond --
Convertible --
Preferred --
Other --
No Data Available
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Top Holdings

Name % Weight Price % Change
-- -- -- --
-- -- -- --
-- -- -- --
-- -- -- --
-- -- -- --
No Data Available

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee --
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP Yes
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 5000.00 None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The Mini Mall Storage Properties Trust (the "Trust"), through its investment in the Mini Mall Storage Properties Limited Partnership and the Mini Mall U.S. Storage Properties Master LP (collectively, the "Mini Mall LPs"), provides investors with the opportunity to participate passively and indirectly in the consolidation of private self storage operations across Canada and the United States. The Trust seeks to generate investor returns via capital appreciation through asset and facility improvements, and via leasing revenues generated by the operations of the Mini Mall LPs.
General
Security Type Mutual Fund
Equity Style --
Broad Asset Class Miscellaneous
Broad Category Real Assets
Global Peer Group Real Estate Other
Peer Group Miscellaneous - Income and Real Property
Global Macro Real Estate Other
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Avenue Living Asset Management
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-31-25) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings --

Fund Details

Key Dates
Launch Date 2/10/2020
Attributes
Inverse Fund No
Leveraged Fund --
Currency Hedged Fund --
Socially Responsible Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:AVE0600F.TO", "name")
Broad Asset Class: =YCI("M:AVE0600F.TO", "broad_asset_class")
Broad Category: =YCI("M:AVE0600F.TO", "broad_category_group")
Prospectus Objective: =YCI("M:AVE0600F.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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