Strategies

Global Equities (Developed Markets)

Broadly diversified equity portfolio that invests primarily in companies located in developed countries around the world.

Characteristics
Benchmark
MSCI World Net
Value added objective
2% per annum over 4-year periods
Active risk target
3% to 5% per annum
Number of holdings
325 on average
Active currency management
Yes
Emerging markets exposure
0% to 10%
Cash
0% to 10%
Returns
30/09/2024
3 months
YTD
1 year
3 years
5 years
10 ans
Since inception
Hexavest Composite
4.54%
21.62%
30.44%
15.55%
11.89%
11.04%
7.68%
Benchmark
5.01%
21.77%
32.32%
11.44%
13.50%
12.18%
6.02%
Returns in Canadian dollars. The performance shown is that of a composite of global equity mandates managed by the team at Natcan (1999 to 2004) and Hexavest (since May 2004). The inception date of the composite is January 1, 1999. Performance results are presented gross of management and custodial fees but net of all trading commissions. Returns for periods greater than 12 months are annualized. Past performance is not necessarily indicative of future performance.

Fact Sheet

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