Broadly diversified equity portfolio that invests primarily in companies located in developed countries and that are leaders in terms of sustainable practices.

Characteristics
Benchmark
MSCI World (net)
Exclusions
Tobacco and controversial weapons
ESG Approach
Positive and negative screening
Value added objective
2% (per annum over 4-year periods)
Tracking error
3% to 5% par annum
Number of holdings
200 on average
Currency management
Active
Emerging markets exposure
No
Cash
0 to 10%
Returns in Canadian dollars
31/10/2020
3 months
YTD
1 year
3 years
5 years
10 ans
Since inception
Hexavest Composite
-1.87%
-7.34%
-5.14%
-
-
-
-1.44%
Benchmark
-0.62%
1.37%
5.87%
-
-
-
7.23%
The inception date of the composite is June 30, 2019. 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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