Fund providing global diversification through various traditional and non-traditional asset classes.

Characteristics
Benchmark
FTSE CDA 91-DAY T-BILLS
Target return
Benchmark + 4%
Target volatility
< 50% vs. MSCI ACWI (hedged in CAD)
Fund liquidity
Monthly
Leverage
No (long only)
Asset classes
Equities, fixed income, precious metals, preferred shares, commodities, cash and currencies
Returns
31/03/2021
3 months
YTD
1 year
3 years
5 years
10 ans
Since inception
Hexavest Fund
-4.48%
-4.48%
2.91%
0.29%
1.76%
-
2.63%
Benchmark
0.03%
0.03%
0.23%
1.20%
0.97%
-
0.91%
Returns in Canadian dollars. The performance shown is that of the Hexavest Unconstrained Value Fund managed by Hexavest. The inception date of the fund is June 30, 2015. Performance results are presented gross of management fees and net of administrative and trading fees. Returns for periods greater than 12 months are annualized. Past performance is not necessarily indicative of future performance.

Fact Sheet

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