Investment Strategies

Performance Overview

Average Annual Total Returns as of 06/30/2019

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 3.14 8.28 2.89 3.25 4.86 4.39
Active Core Bond Strategy - Net of Fees 3.01 7.74 2.43 2.83 4.47 4.01
Bloomberg Barclays U.S. Aggregate Bond Index 3.08 7.87 2.32 2.95 3.90 4.23

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 5.17 3.63 6.47 -0.29 6.15 7.95
Canadian Equity Strategy - Net of Fees 5.05 3.05 5.90 -0.80 5.64 7.45
S&P/TSX Capped Composite IDX 4.88 4.57 8.18 0.47 6.53 7.12

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 -1.92 -5.67 16.53 8.93 7.07 13.87
China Equity Strategy - Net of Fees -2.01 -6.00 15.81 7.87 5.76 12.36
MSCI China/MSCI China 10% capped -4.02 -6.73 14.35 7.37 6.21 13.04
Strategy Name QTR 1 YR 3 YR 5 YR 10 YR Since Incep.
Emerging Markets Equity Select Strategy - Gross of Fees 2.37 1.23 12.99 - - 6.79
Emerging Markets Equity Select Strategy - Net of Fees 2.28 0.87 12.36 - - 6.04
MSCI Emerging Markets 0.61 1.20 10.66 2.48 5.81 4.65

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 6.56 9.54 17.34 9.78 11.20 5.85
Global Equity Select Strategy - Net of Fees 6.46 9.15 16.77 9.14 10.46 5.14
MSCI All Country World Index 3.61 5.74 11.63 6.16 10.15 5.33

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 7.16 14.96 15.55 11.26 14.03 10.78
US Equity Select Strategy - Net of Fees 6.99 14.27 14.86 10.59 13.35 10.12
S&P 500 4.30 10.42 14.20 10.71 14.70 9.42

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 6.12 12.77 18.05 12.82 15.69 10.29
US Premier Growth Equity Strategy - Net of Fees 5.95 12.04 17.30 12.10 14.95 9.58
S&P 500 Russell 1000 Growth Linked 4.64 11.56 18.08 13.39 16.28 9.00