Performance
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Brandes Investment Partners, L.P. | Series F (CAD)
As of August 31, 2026
| Since Incept. | 1-Mth | 3-Mth | 6-Mth | YTD | 1-Yr | 3-Yr | 5-Yr | 7-Yr | 10-Yr | Date of Incept. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Brandes Canadian Equity Fund | 8.92 | 1.06 | 5.02 | 4.20 | 14.78 | 26.28 | 21.38 | 15.54 | 16.93 | 11.82 | 02/07/2002 | |
| Brandes Corporate Focus Bond Fund | 3.66 | -0.74 | 0.83 | 1.74 | 2.39 | 3.69 | 6.56 | 4.08 | 3.13 | 3.02 | 19/01/2007 | |
| Brandes Emerging Markets Value Fund | 9.27 | 0.42 | 2.18 | 8.19 | 27.10 | 46.40 | 27.02 | 15.61 | 11.82 | 9.53 | 02/07/2002 | |
| Brandes Global Equity Fund | 7.10 | 1.55 | 7.12 | 5.56 | 11.49 | 22.81 | 22.67 | 15.97 | 15.59 | 12.25 | 02/07/2002 | |
| Brandes Global Opportunities Fund | 12.61 | 0.47 | 6.73 | 5.25 | 17.93 | 27.18 | 28.03 | 17.66 | 16.15 | 11.14 | 29/06/2012 | |
| Brandes Global Small Cap Equity Fund | 10.19 | -0.16 | 8.15 | 4.33 | 15.17 | 22.81 | 30.71 | 21.30 | 21.95 | 13.32 | 02/07/2002 | |
| Brandes International Equity Fund | 7.14 | -0.36 | 7.12 | 4.75 | 16.19 | 26.61 | 22.97 | 16.45 | 14.79 | 11.00 | 02/07/2002 | |
| Brandes U.S. Equity Fund | 7.23 | 2.27 | 9.33 | 9.22 | 16.55 | 23.48 | 19.49 | 14.01 | 15.14 | 13.09 | 02/07/2002 |
GQG Partners | Series F (CAD)
As of August 31, 2026
| Since Incept. | 1-Mth | 3-Mth | 6-Mth | YTD | 1-Yr | 3-Yr | 5-Yr | 7-Yr | 10-Yr | Date of Incept. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GQG Partners Emerging Markets Quality Equity Fund | 5.42 | -3.69 | -0.33 | -1.74 | 6.33 | 12.38 | - | - | - | - | 22/02/2024 | |
| GQG Partners Global Quality Equity Fund | 9.66 | -2.51 | -0.69 | -3.41 | 6.81 | 6.13 | 11.59 | 9.57 | - | - | 30/09/2020 | |
| GQG Partners International Quality Equity Fund | 9.86 | -3.54 | -0.86 | -3.00 | 6.26 | 10.58 | 13.99 | 8.89 | - | - | 30/09/2020 | |
| GQG Partners U.S. Quality Equity Fund | 9.55 | -2.04 | -1.23 | -4.53 | 5.96 | 3.70 | 10.93 | - | - | - | 01/06/2022 |
Lazard Asset Management | Series F (CAD)
As of August 31, 2026
| Since Incept. | 1-Mth | 3-Mth | 6-Mth | YTD | 1-Yr | 3-Yr | 5-Yr | 7-Yr | 10-Yr | Date of Incept. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lazard Defensive Global Dividend Fund1 | 11.65 | 0.73 | 6.24 | 4.85 | 16.23 | 17.99 | 17.08 | 11.60 | - | - | 22/05/2020 | |
| Lazard Global Compounders Fund2 | 10.09 | 2.15 | 7.11 | 7.28 | 3.66 | 4.95 | 7.50 | 3.32 | 8.91 | 9.87 | 09/05/2016 |
Nuveen Asset Management, LLC | Series F (CAD)
As of August 31, 2026
| Since Incept. | 1-Mth | 3-Mth | 6-Mth | YTD | 1-Yr | 3-Yr | 5-Yr | 7-Yr | 10-Yr | Date of Incept. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nuveen Global Green Bond Fund | 5.05 | -0.86 | 0.12 | 0.27 | 1.07 | 2.85 | - | - | - | - | 11/09/2023 |
Sionna Investment Managers | Series F (CAD)
As of August 31, 2026
| Since Incept. | 1-Mth | 3-Mth | 6-Mth | YTD | 1-Yr | 3-Yr | 5-Yr | 7-Yr | 10-Yr | Date of Incept. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sionna Canadian Equity Fund | 7.89 | 1.97 | 7.30 | 10.95 | 21.38 | 36.91 | 23.86 | 17.47 | 14.71 | 12.12 | 29/12/2006 | |
| Sionna Opportunities Fund | 11.14 | 2.15 | 7.10 | 3.63 | 15.58 | 28.03 | 21.27 | 14.95 | 13.94 | 13.03 | 13/05/2014 |
T. Rowe Price | Series F (CAD)
As of August 31, 2026
| Since Incept. | 1-Mth | 3-Mth | 6-Mth | YTD | 1-Yr | 3-Yr | 5-Yr | 7-Yr | 10-Yr | Date of Incept. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| T. Rowe Price Global Allocation Fund1 | 6.72 | 1.08 | 2.13 | 5.87 | 9.16 | 13.63 | 12.35 | 7.01 | 7.87 | - | 17/05/2017 | |
| T. Rowe Price U.S. Blue Chip Growth Fund | 16.91 | 1.62 | -4.51 | 8.65 | 1.22 | 7.04 | - | - | - | - | 22/02/2024 |
Calendar year performance during the year of inception, is from date of inception to the last business day of that year.
Filter performance by:
Brandes Investment Partners, L.P. | Series F (CAD)
As of August 31, 2026
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Date of Incept. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Brandes Canadian Equity Fund | 22.64 | 8.41 | -10.67 | 0.63 | 10.30 | 34.68 | -1.25 | 14.66 | 18.26 | 25.84 | 02/07/2002 | |
| Brandes Corporate Focus Bond Fund | 6.25 | -3.69 | 6.67 | 1.02 | 3.35 | -0.03 | -1.70 | 6.54 | 13.90 | 0.79 | 19/01/2007 | |
| Brandes Emerging Markets Value Fund | 21.75 | 17.90 | -8.41 | 12.43 | -7.25 | 0.66 | -10.93 | 19.92 | 12.70 | 39.27 | 02/07/2002 | |
| Brandes Global Equity Fund | 3.78 | 8.79 | -3.12 | 12.54 | -0.79 | 20.47 | 0.71 | 18.64 | 21.94 | 27.22 | 02/07/2002 | |
| Brandes Global Opportunities Fund | 12.54 | 7.89 | -10.62 | 9.58 | -2.24 | 11.72 | -6.75 | 29.40 | 25.40 | 31.79 | 29/06/2012 | |
| Brandes Global Small Cap Equity Fund | 15.40 | 2.86 | -13.19 | 0.95 | 8.18 | 23.09 | -1.47 | 31.65 | 34.01 | 38.06 | 02/07/2002 | |
| Brandes International Equity Fund | 3.62 | 7.98 | -2.43 | 8.47 | -3.65 | 11.49 | -1.99 | 27.55 | 14.56 | 32.13 | 02/07/2002 | |
| Brandes U.S. Equity Fund | 14.66 | 6.68 | 0.22 | 17.42 | 4.22 | 27.16 | 3.90 | 9.07 | 25.19 | 11.69 | 02/07/2002 |
GQG Partners | Series F (CAD)
As of August 31, 2026
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Date of Incept. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GQG Partners Emerging Markets Quality Equity Fund | - | - | - | - | - | - | - | - | 2.04 | 5.30 | 22/02/2024 | |
| GQG Partners Global Quality Equity Fund | - | - | - | - | -4.97 | 15.35 | 2.67 | 16.06 | 29.29 | -4.35 | 30/09/2020 | |
| GQG Partners International Quality Equity Fund | - | - | - | - | 0.15 | 11.71 | -4.53 | 18.34 | 14.06 | 13.87 | 30/09/2020 | |
| GQG Partners U.S. Quality Equity Fund | - | - | - | - | - | - | -3.72 | 14.61 | 38.54 | -9.04 | 01/06/2022 |
Lazard Asset Management | Series F (CAD)
As of August 31, 2026
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Date of Incept. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lazard Defensive Global Dividend Fund1 | - | - | - | - | 1.51 | 17.40 | 1.36 | 6.02 | 20.52 | 11.34 | 22/05/2020 | |
| Lazard Global Compounders Fund2 | 8.89 | 17.04 | -2.17 | 26.34 | 20.84 | 22.22 | -16.10 | 17.12 | 13.85 | -0.08 | 09/05/2016 |
Nuveen Asset Management, LLC | Series F (CAD)
As of August 31, 2026
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Date of Incept. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nuveen Global Green Bond Fund | - | - | - | - | - | - | - | 1.48 | 11.00 | 1.67 | 11/09/2023 |
Sionna Investment Managers | Series F (CAD)
As of August 31, 2026
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Date of Incept. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sionna Canadian Equity Fund | 22.01 | 9.24 | -10.23 | 17.48 | -3.43 | 23.48 | 4.23 | 9.23 | 15.60 | 31.11 | 29/12/2006 | |
| Sionna Opportunities Fund | 12.64 | 14.58 | -2.56 | 19.66 | -1.94 | 23.82 | 1.03 | 9.94 | 15.98 | 30.32 | 13/05/2014 |
T. Rowe Price | Series F (CAD)
As of August 31, 2026
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Date of Incept. | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| T. Rowe Price Global Allocation Fund1 | - | 2.73 | -3.16 | 12.80 | 8.19 | 7.82 | -7.88 | 11.16 | 14.13 | 9.59 | 17/05/2017 | |
| T. Rowe Price U.S. Blue Chip Growth Fund | - | - | - | - | - | - | - | - | 29.60 | 13.06 | 22/02/2024 |
As the manager of the Bridgehouse Funds, Bridgehouse has hired Brandes Investment Partners, L.P. (Brandes LP), GQG Partners LLC. (GQG Partners), Lazard Asset Management (Canada), Inc. (Lazard), Nuveen Asset Management, LLC (Nuveen), Sionna Investment Managers, Inc. (Sionna) and T. Rowe Price (Canada), Inc. (T. Rowe Price) as portfolio sub-advisors in respect of the Bridgehouse Funds. This material has been provided by Bridgehouse and is for informational purposes only. It should not be construed as a recommendation to buy or sell. Past performance is not a reliable indicator of future results. Indices are unmanaged and cannot be directly invested into. Units of the Bridgehouse Funds are available through registered dealers only and not available through Bridgehouse Asset Managers. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus before investing.
