Palos IOU High Yield (M:PAL701.TO)

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1.150 -0.59  -33.73% Nov 30 USD
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M:PAL701.TO Total Returns Chart

M:PAL701.TO Key Stats

M:PAL701.TO Performance

  Total Return (Price) Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M -- 0.70% --
3M -- 1.41% --
6M -- 0.62% --
YTD -- 4.59% --
1Y -43.44% 5.41% --
3Y -14.66% 4.95% --
5Y -- 4.38% --
10Y -- 5.13% --
As of Nov. 30, 2017. Returns for periods of 1 year and above are annualized.

M:PAL701.TO Asset Allocation

Type % Net % Long % Short
Cash -- -- --
Stock -- -- --
Bond -- -- --
Convertible -- -- --
Preferred -- -- --
Other -- -- --
Date Unavailable
View More Holdings

M:PAL701.TO Top 0 Holdings

Symbol Name % Weight Price % Chg
Holdings Data Unavailable
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M:PAL701.TO Basic Info

Style
Broad Asset Class --
Broad Category Fixed Income
Category Name High Yield Fixed Income
Prospectus Objective --
Fund Owner Firm Name Palos Management Inc

M:PAL701.TO Manager Info

Name Tenure
Charles Marleau 3.75 yrs

M:PAL701.TO Net Fund Flows

1M -86413.29
3M -359298.1
6M -2.419M
YTD -3.658M
1Y -3.731M
3Y --
5Y --
10Y --
As of Nov. 30, 2017

M:PAL701.TO Risk Info

Beta (5Y) -0.5545
Historical Sharpe (10Y) --
Historical Sortino (All) -0.3247
Daily Value at Risk (VaR) 1% (All) 0.68%
Monthly Value at Risk (VaR) 1% (All) 35.12%

M:PAL701.TO Comparables

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M:PAL701.TO Attributes

Purchase Details
Open to New Investors Yes
Open to Existing Investors Yes
Minimum Initial Investment 0.00 USD
Minimum Subsequent Investment 0.00 USD
Fees
Actual 12B-1 Fee --
Actual Management Fee --
Administration Fee --
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
Key Dates
Inception Date 1/2/2014
Termination Date
Last Annual Report Date
Last Prospectus Date
Attributes
Exchange Traded Share No
Exchange Traded Note No
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP Yes

M:PAL701.TO Excel Add-In Codes

  • Name: =YCI("M:PAL701.TO","name")
  • Broad Asset Class: =YCI("M:PAL701.TO", "broad_asset_class")
  • Broad Category: =YCI("M:PAL701.TO", "broad_category_group")
  • Prospectus Objective: =YCI("M:PAL701.TO", "prospectus_objective")

To find the codes for any of our financial metrics, see our Complete Reference of Metric Codes.

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