Investment Strategies

Performance Overview

Average Annual Total Returns as of 03/31/2020

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 0.35 6.21 4.08 3.13 4.24 4.37
Active Core Bond Strategy - Net of Fees 0.23 5.68 3.58 2.69 3.83 3.98
Bloomberg Barclays U.S. Aggregate Bond Index 3.15 8.93 4.82 3.36 3.88 4.40

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 -30.26 -21.22 -5.56 -2.31 0.08 6.03
Canadian Equity Strategy - Net of Fees -30.33 -21.57 -6.07 -2.80 -0.40 5.54
S&P/TSX Capped Composite IDX -27.93 -19.47 -4.03 -1.43 0.64 5.37

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 -6.83 0.84 9.86 7.21 5.06 13.43
China Equity Strategy - Net of Fees -6.87 0.60 9.48 6.38 3.87 11.97
MSCI China/MSCI China 10% capped -10.22 -5.82 7.05 3.57 4.37 12.34
Strategy Name QTR 1 YR 3 YR 5 YR 10 YR Since Incep.
Emerging Markets Equity Select Strategy - Gross of Fees -21.53 -9.93 2.44 3.15 - 3.24
Emerging Markets Equity Select Strategy - Net of Fees -21.60 -10.24 2.03 2.49 - 2.56
MSCI Emerging Markets -23.60 -17.69 -1.62 -0.37 0.68 0.07

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 -16.93 -1.47 7.31 7.67 8.13 4.80
Global Equity Select Strategy - Net of Fees -17.01 -1.82 6.90 7.11 7.44 4.11
MSCI All Country World Index -21.37 -11.26 1.50 2.85 5.88 3.66

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 -18.81 -3.14 6.22 6.83 10.58 9.98
US Equity Select Strategy - Net of Fees -18.87 -3.62 5.61 6.21 9.94 9.33
S&P 500 -19.60 -6.98 5.10 6.72 10.53 8.62

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 -13.01 4.77 11.05 9.93 12.90 9.88
US Premier Growth Equity Strategy - Net of Fees -13.15 4.09 10.35 9.23 12.18 9.17
S&P 500 Russell 1000 Growth Linked -14.10 0.91 11.32 10.36 12.97 8.53