Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
2.40% 12.82M 4.50% 27.08%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-1.540M 4.96% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund's investment objective is to provide regular current income by investing primarily in real eastate investment trusts (REITs) and equity securities of corporations participating in the residential and commercial real estate sector.
General
Security Type Mutual Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Real Estate Global
Peer Group Real Estate Equity
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Starlight Investments
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: 82
-51.38M Peer Group Low
4.920M Peer Group High
1 Year
% Rank: 40
-1.540M
-360.20M Peer Group Low
123.35M Peer Group High
3 Months
% Rank: 76
-169.65M Peer Group Low
18.49M Peer Group High
3 Years
% Rank: 24
-478.62M Peer Group Low
123.35M Peer Group High
6 Months
% Rank: 53
-443.44M Peer Group Low
35.35M Peer Group High
5 Years
% Rank: 46
-596.95M Peer Group Low
123.35M Peer Group High
YTD
% Rank: 46
-378.51M Peer Group Low
123.35M Peer Group High
10 Years
% Rank: 43
-1.295B Peer Group Low
395.07M 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
YTD
--
19.46%
-6.16%
28.23%
-23.22%
-0.03%
5.91%
8.40%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
26.88%
-0.15%
19.54%
-3.44%
30.66%
-21.44%
6.00%
3.86%
1.42%
-2.05%
19.90%
-6.72%
23.72%
-21.45%
4.36%
9.66%
1.05%
0.34%
14.06%
-7.87%
24.60%
-22.66%
6.22%
8.23%
1.68%
1.80%
17.59%
-8.10%
25.55%
-21.17%
7.96%
7.92%
2.19%
As of December 10, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-9-25) 5.84%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 25
Stock
Weighted Average PE Ratio 30.87
Weighted Average Price to Sales Ratio 7.653
Weighted Average Price to Book Ratio 4.306
Weighted Median ROE 27.84%
Weighted Median ROA 3.34%
ROI (TTM) 6.75%
Return on Investment (TTM) 6.75%
Earning Yield 0.0522
LT Debt / Shareholders Equity 3.815
Number of Equity Holdings 24
As of September 30, 2025

Growth Metrics

EPS Growth (1Y) 64.40%
EPS Growth (3Y) -0.70%
EPS Growth (5Y) 11.34%
Sales Growth (1Y) 14.23%
Sales Growth (3Y) 14.74%
Sales Growth (5Y) 11.37%
Sales per Share Growth (1Y) 9.55%
Sales per Share Growth (3Y) 8.02%
Operating Cash Flow - Growth Rate (3Y) 11.59%
As of September 30, 2025

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 83.55%
Bond 0.00%
Convertible 0.00%
Preferred 4.29%
Other 12.16%
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Top 10 Holdings

Name % Weight Price % Change
Starlight Private Global Real Estate Pool Series F
12.16% -- --
Chartwell Retirement Residences 5.67% 19.82 -0.15%
Boardwalk Real Estate Investment Trust 4.79% 62.44 0.66%
Dream Industrial Real Estate Investment Trust 4.68% 11.87 -0.17%
Prologis, Inc. 4.63% 127.45 0.62%
Welltower, Inc. 4.61% 195.80 -2.53%
Helios Towers Plc 4.46% 2.145 0.00%
Killam Apartment REIT 4.45% 11.65 0.00%
Granite Real Estate Investment Trust 4.37% -- --
Brookfield Office Properties Inc. BKOPINC 12/31/2099 FLT CAD Corporate '17 4.29% -- --

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 500.00 None
Minimum Subsequent Investment 25.00 None

Basic Info

Investment Strategy
The Fund's investment objective is to provide regular current income by investing primarily in real eastate investment trusts (REITs) and equity securities of corporations participating in the residential and commercial real estate sector.
General
Security Type Mutual Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Real Estate Global
Peer Group Real Estate Equity
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Starlight Investments
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-9-25) 5.84%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 25
Stock
Weighted Average PE Ratio 30.87
Weighted Average Price to Sales Ratio 7.653
Weighted Average Price to Book Ratio 4.306
Weighted Median ROE 27.84%
Weighted Median ROA 3.34%
ROI (TTM) 6.75%
Return on Investment (TTM) 6.75%
Earning Yield 0.0522
LT Debt / Shareholders Equity 3.815
Number of Equity Holdings 24
As of September 30, 2025

Growth Metrics

EPS Growth (1Y) 64.40%
EPS Growth (3Y) -0.70%
EPS Growth (5Y) 11.34%
Sales Growth (1Y) 14.23%
Sales Growth (3Y) 14.74%
Sales Growth (5Y) 11.37%
Sales per Share Growth (1Y) 9.55%
Sales per Share Growth (3Y) 8.02%
Operating Cash Flow - Growth Rate (3Y) 11.59%
As of September 30, 2025

Fund Details

Key Dates
Inception Date --
Last Annual Report Date 9/30/2024
Last Prospectus Date --
Share Classes
SLC101 Commission-based Advice
SLC201 Fee-based Advice
SLC251 Fee-based Advice
SLC901 Institutional
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication 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:SLC151.TO", "name")
Broad Asset Class: =YCI("M:SLC151.TO", "broad_asset_class")
Broad Category: =YCI("M:SLC151.TO", "broad_category_group")
Prospectus Objective: =YCI("M:SLC151.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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