Edgepoint Canadian Portfolio Fund Quote
| 0P0000IUYN | CAD 62.95 0.03 0.05% |
PerformanceFair
| Odds Of DistressLow
|
EdgePoint Canadian is trading at 62.95 as of the 15th of January 2026. This is a 0.05% down since the beginning of the trading day. The fund's open price was 62.98. EdgePoint Canadian has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a fair performance during the last 90 days. The performance scores are derived for the period starting the 26th of January 2024 and ending today, the 15th of January 2026. Click here to learn more.
The Funds objective is to provide long-term capital appreciation by investing primarily in Canadian equity securities. EdgePoint Canadian is traded on Toronto Stock Exchange in Canada. More on EdgePoint Canadian Portfolio
Moving together with EdgePoint Fund
| 0.87 | 0P00007173 | Mawer Canadian Equity | PairCorr |
| 0.84 | 0P00007061 | RBC Canadian Equity | PairCorr |
| 0.85 | 0P0000N468 | PHN Canadian Equity | PairCorr |
| 0.71 | ATSX | Accelerate Canadian Long | PairCorr |
EdgePoint 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. EdgePoint Canadian's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding EdgePoint Canadian or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Idea | Commodities Funds (View all Themes) |
| Fund Concentration | Commodities Funds, Canadian Equity, EdgePoint Wealth Management Inc (View all Sectors) |
| Beta In Three Year | 1.22 |
| Startdate | 17th of November 2008 |
EdgePoint Canadian Portfolio [0P0000IUYN] is traded in Canada and was established 15th of January 2026. The fund is listed under Canadian Equity category and is part of EdgePoint Wealth Management Inc family. The entity is thematically classified as Commodities Funds. EdgePoint Canadian presently has accumulated 1.2 B in total net assets with minimum initial investment of 20 K. , while the total return for the last 3 years was -5.99%.
Check EdgePoint 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 EdgePoint Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding EdgePoint 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 EdgePoint Canadian Portfolio 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 EdgePoint Canadian Portfolio Fund Constituents
| AC | Air Canada | Stock | Industrials | |
| CEU | CES Energy Solutions | Stock | Energy | |
| CSU | Constellation Software | Stock | Information Technology | |
| DRM | Dream Unlimited Corp | Stock | Real Estate | |
| EFN | Element Fleet Management | Stock | Industrials | |
| MFC | Manulife Financial Corp | Stock | Financials | |
| ONEX | Onex Corp | Stock | Financials | |
| OR | Osisko Gold Ro | Stock | Materials |
EdgePoint Canadian Risk Profiles
Although EdgePoint Canadian's alpha and beta are two of the key measurements used to evaluate EdgePoint Canadian's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5609 | |||
| Semi Deviation | 0.7511 | |||
| Standard Deviation | 0.7263 | |||
| Variance | 0.5275 |
EdgePoint Canadian Against Markets
Be your own money manager
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Portfolio OptimizationCompute new portfolio that will generate highest expected return given your specified tolerance for risk |
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Other Information on Investing in EdgePoint Fund
EdgePoint Canadian financial ratios help investors to determine whether EdgePoint 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 EdgePoint with respect to the benefits of owning EdgePoint Canadian security.
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| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
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