Phn Canadian Equity Fund Quote
| 0P0000N468 | CAD 22.16 0.09 0.41% |
PerformanceVery Weak
| Odds Of DistressLow
|
PHN Canadian is selling at 22.16 as of the 27th of February 2025; that is 0.41% up since the beginning of the trading day. The fund's open price was 22.07. PHN Canadian has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of January 2025 and ending today, the 27th of February 2025. Click here to learn more.
The fundamental investment objective of the Fund is to provide long-term capital growth. PHN Canadian is traded on Toronto Stock Exchange in Canada. More on PHN Canadian Equity
Moving together with PHN Fund
| 0.88 | 0P00007173 | Mawer Canadien actions | PairCorr |
| 0.96 | 0P00007061 | RBC Canadian Equity | PairCorr |
PHN Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. PHN Canadian's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding PHN Canadian or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Idea | Consumer Funds (View all Themes) |
| Fund Concentration | Consumer Funds, Canadian Equity, RBC Global Asset Management Inc. (View all Sectors) |
| Beta In Three Year | 0.89 |
| Startdate | 29th of December 2009 |
PHN Canadian Equity [0P0000N468] is traded in Canada and was established 27th of February 2025. The fund is listed under Canadian Equity category and is part of RBC Global Asset Management Inc. family. The entity is thematically classified as Consumer Funds. PHN Canadian Equity presently has accumulated 1.5 B in total net assets with minimum initial investment of 500. , while the total return for the last 3 years was -1.87%.
Check PHN Canadian Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on PHN Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding PHN Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as PHN Canadian Equity Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top PHN Canadian Equity Fund Constituents
| BMO | Bank of Montreal | Stock | Financials | |
| ABX | Barrick Gold Corp | Stock | Materials | |
| BCE | BCE Inc | Stock | Communication Services | |
| BNS | Bank of Nova | Stock | Financials | |
| CNR | Canadian National Railway | Stock | Industrials | |
| CP | Canadian Pacific Railway | Stock | Industrials | |
| ENB | Enbridge | Stock | Energy | |
| RY | Royal Bank of | Stock | Financials |
PHN Canadian Equity Risk Profiles
Although PHN Canadian's alpha and beta are two of the key measurements used to evaluate PHN Canadian's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5015 | |||
| Standard Deviation | 0.6797 | |||
| Variance | 0.462 | |||
| Risk Adjusted Performance | (0.01) |
PHN Canadian Against Markets
Be your own money manager
Our tools can tell you how much better you can do entering a position in PHN Canadian without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Other Information on Investing in PHN Fund
PHN Canadian financial ratios help investors to determine whether PHN Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in PHN with respect to the benefits of owning PHN Canadian security.
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