BTH Tactical Fund Q3 Factsheet
The BTH Tactical Fund’s 2011 Third Quarter Factsheet is now available for PDF download by Professional Advisors and Accredited Investors here.
News
BTH Tactical Growth Fund Falls 6.17% in September
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.
BTH Tactical Growth Fund Falls 8.49% in August
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.
BTH Tactical Growth Fund Falls 0.86% in July
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.
BTH Tactical Fund Q2 Factsheet
The BTH Tactical Fund’s 2011 Second Quarter Factsheet is now available for PDF download by Professional Advisors and Accredited Investors here.
BTH Tactical Growth Fund rises 0.65% in June, 0.82% in Q2
The BTH Tactical Fund posted positive performance in June of 0.65% in F Class units and 0.58% in A Class units. The Fund also posted positive returns for the 2nd Quarter, rising 0.82% in F Class units and 0.58% in A Class units. A Class Units were flat in the quarter through 31 May.
The Fund’s primary benchmark, the S&P500 index (priced in Canadian dollars) posted negative performance of -2.28% in June and -1.16% in Q2. Since inception, F Class units of the BTH Fund have outperformed the S&P500 (in C$) by 6.87%.
Monthly Manager Commentary for the BTH Fund is available HERE.
Current Class F price and additional fund information is available on Globefund HERE.
BTH Tactical Growth Fund falls 1.38% in May
The BTH Tactical Fund posted negative performance in May of -1.38% in F Class units and -1.49% in A Class units. The Fund’s primary benchmark, the S&P500 index (priced in Canadian dollars) posted positive performance of 0.75% over the same time period. Since inception, F Class units of the BTH Fund have outperformed the S&P500 (in C$) by 3.96%.
Current Class F price and additional fund information is available on Globefund. External link HERE.
BTH Tactical Growth Fund ends April up 1.57%
The BTH Tactical Fund posted positive performance in April of 1.57% in F Class units and 1.52% in A Class units. The Fund’s primary benchmark, the S&P500 index (priced in Canadian dollars) posted positive performance of 0.39% over the same time period. Since inception, F Class units of the BTH Fund have outperformed by 6.12%.
Current class price and additional fund information is available on Globefund by searching for AMG in the fund lookup section. Link HERE.
BTH Tactical Growth Fund Ends Q1 up 2.5%, Outperforms Benchmark by 4.9%
The BTH Tactical Growth Fund posted positive performance of 1.12% in F Class units (1.00% in A Class units) during the month of March. This increases total return since inception to 2.50% for F Class investors and 2.39% for A Class investors. The Fund’s primary benchmark, the S&P500 index, priced in Canadian dollars, posted negative performance of -0.22% for March and has returned -2.40% over the same time period since the BTH Fund’s inception on 18 February.
Current class price and additional fund information is available on Globefund by searching for AMG in the fund lookup section. Link HERE.
BTH Tactical Growth Fund Ends February Up 1.4%
The BTH Tactical Fund, launched on February 18th, 2011, posted positive performance of 1.4% (rounded) in each of its A Class and F Class units through the end of February. The Fund’s primary benchmark, the S&P500 index posted negative performance of -1.2% (rounded) over the same time period.
Current class price and additional fund information is available on Globefund by searching for AMG in the fund lookup section. Link HERE.