post to blog. apr/2017
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On Tuesday, April 25, 2017 11:51 PM, "Wang, Jason (Burnaby)" <jason.wang@rbc.com> wrote:
Canadian small cap.
Jason Wang Mortgages Specialist | RBC Royal Bank | Mobile Voice/Text/WeChat.WhatsApp.LINE 604-809-9264 | Email jason.wang@rbc.com | (Sent with Outlook from my ThinkPad. Internal Line Bby Main 5554468277 ChinaTown 5554467788 & 5554467765)
From: Wealth Professional Partner Message [mailto:wealthprofessional@kmnewsletters.com]
Sent: 2017, April, 25 9:31 AM
To: Wang, Jason (Burnaby)
Subject: 20 years of risk-conscious outperformance
Sent: 2017, April, 25 9:31 AM
To: Wang, Jason (Burnaby)
Subject: 20 years of risk-conscious outperformance
 | ||
| iA Clarington Investments is celebrating the 20th anniversary of the IA Clarington Canadian Small Cap Fund, sub-advised by QV Investors. There's much to celebrate: over two decades, the Fund has outperformed its benchmark, the BMO Small Cap Index and the broader S&P/TSX Composite Index, and it has done so with less volatility. Advisors are invited to join us on Wednesday, April 26 at 2 p.m. ET for a conference call with Ian Cooke, lead portfolio manager for the IA Clarington Canadian Small Cap Fund. Ian will provide an update on his outlook for the markets and discuss how he is positioning the Fund. For call-in details and more information on the Fund's performance and to learn more about the disciplined, bottom-up investment process that has driven two decades of results, visit our 20th anniversary website. | ||
| ||
| Intended for advisors only. The performance data comparison presented is intended to illustrate the Fund's historical performance as compared with historical performance of widely quoted market indices. Actual Fund performance: 1 yr 15.7%: 3 yr 4.1%: 5 yr 12.2%: 10 yr 7.3%. BMO Small Cap Index performance: 1 yr 29.8%; 3 yr 3.4%; 5 yr 4.3%; 10 yr 3.6%. S&P/TSX Composite Index performance: 1 yr 18.6%; 3 yr 5.8%; 5 yr 7.8%; 10 yr 4.7%. Effective June 5, 2009, IA Clarington Canadian Opportunities Fund merged into this Fund. There are various important differences that may exist between the Fund and the stated indices that may affect the performance of each. The S&P/TSX Composite Index is the premier indicator of market activity for Canadian equity markets, with 95% coverage of Canadian-based, TSX-listed companies. The index includes common stock and income trust units and is designed to offer the representation of a broad benchmark index while maintaining the liquidity characteristics of narrower indices. The BMO Nesbitt Burns Small Cap Index includes common shares of all Canadian companies trading on the Toronto and Montreal Stock Exchanges with a total capitalization at the beginning of each month which does not exceed 0.1% of the total capitalization of the S&P/TSX Index. The Fund's market capitalization, geographic, and sector exposure may differ from that of the benchmark. The Fund's currency risk exposure may be different than that of the benchmark. The Fund may hold cash while the benchmark does not. It is not possible to invest directly in market indices. The performance comparison is for illustrative purposes only and does not imply future performance. The information provided herein does not constitute financial, tax or legal advice. Always consult with a qualified advisor prior to making any investment decision. Standard deviation – Standard deviation, which measures historical volatility, is the most common measure of risk in the investment industry. In general, the higher the standard deviation, the higher the risk associated with the investment. Low volatility – A low-volatility investment generally has less severe upward and downward fluctuations (measured in standard deviations) than the benchmark index. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.The iA Clarington Funds are managed by IA Clarington Investments Inc. iA Clarington and the iA Clarington logo are trademarks of Industrial Alliance Insurance and Financial Services Inc. and are used under license. |
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