Investment Strategies

Performance Overview

Average Annual Total Returns as of 12/31/2020

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 1.74 8.27 5.69 5.00 4.49 4.66
Active Core Bond Strategy - Net of Fees 1.62 7.73 5.17 4.52 4.07 4.26
Bloomberg Barclays U.S. Aggregate Bond Index 0.67 7.51 5.34 4.43 3.84 4.46

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 14.83 5.82 4.65 10.40 2.71 8.02
Canadian Equity Strategy - Net of Fees 14.70 5.35 4.12 9.85 2.22 7.52
S&P/TSX Capped Composite IDX 14.25 7.49 5.15 11.23 3.16 7.29

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 11.59 51.01 16.01 20.63 9.03 15.83
China Equity Strategy - Net of Fees 11.54 50.71 15.69 19.93 7.90 14.40
MSCI China/MSCI China 10% capped 11.20 29.49 9.05 15.05 7.61 14.04
Strategy Name QTR 1 YR 3 YR 5 YR 10 YR Since Incep.
Emerging Markets Equity Select Strategy - Gross of Fees 20.19 31.63 12.85 17.76 - 12.08
Emerging Markets Equity Select Strategy - Net of Fees 19.89 30.74 12.34 17.04 - 11.33
MSCI Emerging Markets 19.70 18.31 6.17 12.80 3.63 7.62

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 17.13 25.37 16.68 16.83 11.86 7.91
Global Equity Select Strategy - Net of Fees 16.91 24.81 16.23 16.26 11.17 7.22
MSCI All Country World Index 14.68 16.25 10.06 12.25 9.13 6.64

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 14.33 24.38 17.82 16.10 14.92 11.52
US Equity Select Strategy - Net of Fees 14.23 23.96 17.23 15.47 14.27 10.86
S&P 500 12.15 18.40 14.18 15.21 13.88 10.01

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 9.89 35.40 22.52 19.72 17.33 11.59
US Premier Growth Equity Strategy - Net of Fees 9.71 34.52 21.73 18.95 16.58 10.87
S&P 500 Russell 1000 Growth Linked 11.39 38.49 22.98 20.99 17.21 10.43