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

Characteristics
Benchmark
MSCI ACWI Net
Value added objective
2% per annum over 4-year rolling periods
Active risk target
3% to 5% per annum
Number of Holdings
400 on average
Active Currency Management
Yes
Cash
0% to 10%
Returns
30/09/2024
3 months
YTD
1 year
3 years
5 years
10 ans
Since inception
Hexavest Composite
4.97%
21.71%
29.58%
12.33%
10.07%
9.70%
10.51%
Benchmark
5.26%
21.57%
31.65%
10.43%
12.64%
11.48%
11.91%
The inception date of the composite is December 1, 2010. 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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