BTH Tactical Fund Q4 Factsheet
The BTH Tactical Fund’s 2011 Fourth Quarter Factsheet is now available for PDF download by Professional Advisors and Accredited Investors here.
The BTH Tactical Fund’s 2011 Fourth Quarter Factsheet is now available for PDF download by Professional Advisors and Accredited Investors here.
The BTH Tactical Fund returned 0.82% to F Class unitholders and 0.74% to A Class unitholders in the month of January. The Fund’s primary benchmark, the S&P500 index (priced in Canadian dollars) posted performance of +3.15% over the same period. Since inception, F Class units of the BTH Fund have returned -13.38%.
Current class price and additional fund information is available on Globefund by searching for AMG in the fund lookup section. An external link to the Globefund search page is HERE.
The BTH Tactical Fund returned -1.04% to A Class unitholders and -0.93% to F Class unitholders in the month of December. The Fund’s primary benchmark, the S&P500 index (priced in Canadian dollars) posted performance of +0.20% over the same period. Since inception, F Class units of the BTH Fund have returned -14.08%, underperforming the benchmark’s -3.12% return by 10.96%.
Current class price and additional fund information is available on Globefund by searching for AMG in the fund lookup section. An external link to the Globefund search page is HERE.
The BTH Tactical Fund returned 1.28% to F Class unitholders and 1.31% to A Class unitholders in the month of November. The Fund’s primary benchmark, the S&P500 index (priced in Canadian dollars) posted performance of +1.85% over the same period. Since inception, F Class units of the BTH Fund have returned -13.28%, underperforming the benchmark’s -4.80% return by 8.48%.
Current class price and additional fund information is available on Globefund by searching for AMG in the fund lookup section. An external link to the Globefund search page is HERE.
The BTH Tactical Fund returned -2.65% to F Class unitholders and -2.77% to A Class unitholders in the month of October. The Fund’s primary benchmark, the S&P500 index (priced in Canadian dollars) posted performance of +5.94% over the same period. Since inception, F Class units of the BTH Fund have returned -14.37%, underperforming the benchmark’s -5.68% return by 8.69%.
Current class price and additional fund information is available on Globefund by searching for AMG in the fund lookup section. An external link to the Globefund search page is HERE.
The BTH Tactical Fund’s 2011 Third Quarter Factsheet is now available for PDF download by Professional Advisors and Accredited Investors here.
The BTH Tactical Fund returned -6.17% to F Class unitholders and -6.25% to A Class unitholders in the month of September. The Fund’s primary benchmark, the S&P500 index (priced in Canadian dollars) posted performance of -0.79% over the same period (-6.56% in USD terms). Since inception, F Class units of the BTH Fund have returned -12.04%, underperforming the benchmark’s -10.97% return by 1.07%.
Current class price and additional fund information is available on Globefund by searching for AMG in the fund lookup section. An external link to the Globefund search page is HERE.
The BTH Tactical Fund returned -8.49% to F Class unitholders and -8.57% to A Class unitholders in the month of August. The Fund’s primary benchmark, the S&P500 index (priced in Canadian dollars) posted performance of -3.89% over the same period. Since inception, F Class units of the BTH Fund have returned -6.25%, outperforming the benchmark’s -10.26% return by 4.01%.
Current class price and additional fund information is available on Globefund by searching for AMG in the fund lookup section. An external link to the Globefund search page is HERE.
The BTH Tactical Fund retreated slightly in July, falling 0.86% in F Class units and 0.93% in A Class units. The Fund’s primary benchmark, the S&P500 index (priced in Canadian dollars) posted performance of -3.21% over the same time period. Since inception, F Class units of the BTH Fund have returned +2.45%, outperforming its benchmark by 9.08%.
Current class price and additional fund information is available on Globefund by searching for AMG in the fund lookup section. Link HERE.
The BTH Tactical Fund’s 2011 Second Quarter Factsheet is now available for PDF download by Professional Advisors and Accredited Investors here.