Broadly diversified equity portfolio that invests primarily in large companies located in the United States.

Characteristics
Benchmark
S&P 500
Value added objective
2% per annum over 4-year rolling periods
Tracking error
3% to 5% per annum
Number of holdings
70 to 100
Active currency management
Yes
Cash
0% to 10%
Returns in Canadian dollars
31/10/2018
3 months
YTD
1 year
3 years
5 years
10 ans
Since inception
Hexavest Composite
1.14%
7.45%
9.70%
10.87%
15.11%
13.13%
10.39%
Benchmark
-2.42%
7.96%
9.36%
11.66%
16.59%
14.11%
10.22%
The performance shown is that of a composite of US equity mandates managed by the team at St. Lawrence Financial Consultants (from 1991 to 1996), Kogeva (from 1997 to 1998), Natcan (1998 to 2004), and Hexavest (since May 2004). The inception date of the composite is May 1, 1991. 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.