Investment Strategies

Performance Overview

Average Annual Total Returns as of 09/30/2019

Active Core Bond Strategy (Inception:  01/01/1990)

Strategy Name QTR 1 YR 3 YR 5 YR 10 YR Since Incep.
Active Core Bond Strategy - Gross of Fees 2.02 10.08 3.21 3.67 4.58 4.46
Active Core Bond Strategy - Net of Fees 1.90 9.53 2.73 3.24 4.18 4.07
Bloomberg Barclays U.S. Aggregate Bond Index 2.27 10.30 2.93 3.38 3.75 4.32

Canadian Equity Strategy (Inception:  01/01/2001)

Strategy Name QTR 1 YR 3 YR 5 YR 10 YR Since Incep.
Canadian Equity Strategy - Gross of Fees 1.40 4.61 5.55 1.44 4.44 7.92
Canadian Equity Strategy - Net of Fees 1.29 4.06 4.98 0.93 3.94 7.42
S&P/TSX Capped Composite IDX 1.15 4.52 7.11 1.80 4.75 7.08

China Equity Strategy (Inception:  07/01/2002)

Strategy Name QTR 1 YR 3 YR 5 YR 10 YR Since Incep.
China Equity Strategy - Gross of Fees -3.74 0.66 9.41 8.25 5.77 13.41
China Equity Strategy - Net of Fees -3.79 0.34 8.85 7.28 4.50 11.92
MSCI China/MSCI China 10% capped -4.73 -3.93 7.73 6.04 4.88 12.52
Strategy Name QTR 1 YR 3 YR 5 YR 10 YR Since Incep.
Emerging Markets Equity Select Strategy - Gross of Fees -2.24 3.31 8.40 - - 5.91
Emerging Markets Equity Select Strategy - Net of Fees -2.33 2.95 7.85 - - 5.18
MSCI Emerging Markets -4.25 -2.03 5.97 2.33 3.37 3.45

Global Equity Select Strategy (Inception:  03/01/2008)

Strategy Name QTR 1 YR 3 YR 5 YR 10 YR Since Incep.
Global Equity Select Strategy - Gross of Fees 1.00 7.19 13.43 10.74 10.12 5.81
Global Equity Select Strategy - Net of Fees 0.92 6.81 12.92 10.11 9.40 5.10
MSCI All Country World Index -0.03 1.38 9.71 6.65 8.35 5.21

US Equity Select Strategy (Inception:  06/01/1995)

Strategy Name QTR 1 YR 3 YR 5 YR 10 YR Since Incep.
US Equity Select Strategy - Gross of Fees -0.47 5.38 13.07 10.55 12.61 10.64
US Equity Select Strategy - Net of Fees -0.62 4.74 12.38 9.89 11.94 9.98
S&P 500 1.70 4.25 13.40 10.84 13.24 9.40

US Premier Growth Equity Strategy (Inception:  01/01/1997)

Strategy Name QTR 1 YR 3 YR 5 YR 10 YR Since Incep.
US Premier Growth Equity Strategy - Gross of Fees -0.23 3.85 14.94 11.91 14.24 10.16
US Premier Growth Equity Strategy - Net of Fees -0.39 3.17 14.21 11.20 13.51 9.45
S&P 500 Russell 1000 Growth Linked 1.49 3.71 16.90 13.40 14.94 8.97