Investment Strategies

Performance Overview

Average Annual Total Returns as of 03/31/2019

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 3.54 4.52 2.69 3.04 4.73 4.24
Active Core Bond Strategy - Net of Fees 3.41 3.99 2.25 2.62 4.34 3.86
Bloomberg Barclays U.S. Aggregate Bond Index 2.94 4.48 2.03 2.74 3.77 4.08

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 14.59 2.13 6.94 0.75 8.42 7.77
Canadian Equity Strategy - Net of Fees 14.42 1.52 6.37 0.24 7.91 7.27
S&P/TSX Capped Composite IDX 15.83 4.33 8.10 1.49 8.84 6.94

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 19.77 -7.20 18.07 10.66 10.81 14.23
China Equity Strategy - Net of Fees 19.66 -7.53 17.23 9.53 9.43 12.69
MSCI China/MSCI China 10% capped 17.69 -6.23 15.97 9.43 10.06 13.53
Strategy Name QTR 1 YR 3 YR 5 YR 10 YR Since Incep.
Emerging Markets Equity Select Strategy - Gross of Fees 12.69 -6.21 13.43 - - 6.61
Emerging Markets Equity Select Strategy - Net of Fees 12.59 -6.54 12.74 - - 5.84
MSCI Emerging Markets 9.92 -7.42 10.68 3.68 8.94 4.78

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 14.22 6.14 14.32 9.00 12.29 5.38
Global Equity Select Strategy - Net of Fees 14.12 5.77 13.73 8.34 11.53 4.66
MSCI All Country World Index 12.18 2.60 10.68 6.45 11.99 5.12

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 13.82 10.33 13.21 10.74 15.30 10.57
US Equity Select Strategy - Net of Fees 13.65 9.67 12.53 10.07 14.62 9.92
S&P 500 13.65 9.50 13.52 10.91 15.92 9.33

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 14.89 11.23 15.94 12.57 17.15 10.11
US Premier Growth Equity Strategy - Net of Fees 14.70 10.51 15.21 11.85 16.40 9.40
S&P 500 Russell 1000 Growth Linked 16.10 12.75 16.55 13.50 17.48 8.89