Broadly diversified equity portfolio that invests primarily in large Canadian companies.

Characteristics
Benchmark
S&P/TSX Capped Composite
Value added objective
2% per annum over 4-year rolling periods
Tracking error
3% to 5% per annum
Number of holdings
60 to 80
Active currency management
Yes
Foreign content
0% to 10%
Cash
0% to 10%
Returns in Canadian dollars
30/06/2020
3 months
YTD
1 year
3 years
5 years
10 ans
Since inception
Hexavest Composite
10.93%
-20.27%
-14.20%
-3.89%
0.68%
3.44%
4.47%
Benchmark
16.97%
-7.47%
-2.17%
-3.91%
4.45%
6.35%
5.09%
The inception date of the composite is September 30, 2006. Performance results are presented gross of management and custodial fees but net of all trading commissions. Returns for periods greater than 12 months are annualized. Past performance is not necessarily indicative of future performance.

Fact Sheet

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