TO · INC-UN.TO
Income Financial Trust
- Sector
- Financial Services · Asset Management - Income
- Headquarters
- Toronto, ON M5K 1K7
- Website
- quadravest.com
Price at previous close
$9.70
Market cap 32.58M
Valuation summary
Four models, one snapshot. Upside is target ÷ current − 1.
Valuation history
Annual price overlaid with each model's fair value. Y-axis is log scale.
| Year | Price | AI | DCF | Graham-Dodd | Graham Formula |
|---|---|---|---|---|---|
| 2010 | |||||
| 2011 | |||||
| 2012 | |||||
| 2013 | $3.58 | ||||
| 2014 | $4.06 | $150.82 | $11.39 | $1.33 | $0.00 |
| 2015 | $4.82 | $141.05 | $10.11 | $0.00 | $0.00 |
| 2016 | $6.86 | $74.52 | $14,860.61 | $4.98 | $583.17 |
| 2017 | $8.18 | $38.87 | $10.95 | $0.00 | $0.00 |
| 2018 | $8.23 | $306.75 | $0.00 | $0.00 | $363.75 |
| 2019 | $8.77 | $228.12 | $7.99 | $0.73 | |
| 2020 | $9.17 | $86.50 | $4.58 | $0.00 | $36.24 |
| 2021 | $9.15 | $615.16 | $6.96 | $0.00 | $0.00 |
| 2022 | $8.50 | $9,690.32 | $5.91 | $0.00 | $0.00 |
About Income Financial Trust
Income Financial Trust is an open-ended equity mutual fund launched by Quadravest Inc. The fund is managed by Quadravest Capital Management Inc. It invests in the public equity markets of North America. The fund seeks to invest in stocks of companies operating in the financial services sector. It invests in stocks of companies that are included in the Toronto Stock Exchange Financial Services Index, the Standard & Poor's Financials Index or the Standard & Poor's MidCap Financials Index. Income Financial Trust was formed on January 27, 1999 and is domiciled in Canada.
- CEO
- Laura L. Johnson
- Employees
- 0
- Beta
- 1.15
Disclaimer: Information on this page is provided for educational purposes only and does not constitute investment advice. Upside computed as ($8.23 ÷ $9.70) − 1 = -15.15% (DCF, example).