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TriDelta High Income Balanced Series A

Ranked 97 out of 160 in - Balanced USD over 12 months
All calculations are in USD unless stated


The Fund seeks to provide investors with superior investment returns over the long-term, emphasizing income, capital preservation and capital appreciation. The Fund invests primarily in North American equities, corporate and high yield bonds, global bonds, derivatives and can have foreign exchange exposure or have such risks hedged back to its home currency.

Showing fund performance globally. You can view performance in individual jurisdictions.


Balanced USD over : 28/02/2017 - 28/02/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 15.0% 4.2% 1.7% 2.8% 5.5%
2016 19.0% 7.9% 7.6% 3.9% -1.4%
2015 -22.1% -2.8% -5.1% -13.7% -2.1%
2014 5.3% 1.0% 8.7% -4.6% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date30/11/2013
  • Base currencyCAD

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0


  • Annual management2.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).