Global Equal Weighted Equity
Results as of
The Global Equal Weighted Equity strategy aims to create superior returns in CAD when compared to a passive equal weighted portfolio of the world's largest market capitalizations over a complete market cycle.
The underlying strategy relies on the automation and enhancement of the fundamental investment process of a portfolio manager, using artificial intelligence (AI).
The Fund presents a medium risk profile through diversification by design, with a volatility similar or lower to its benchmark, by taking positions in more than 100 constituents spread across the globe, namely the USA, Canada, Europe, Japan, Hong Kong and Singapore & Australia.
Summary
| Evovest | MSCI World EW |
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| Evovest | MSCI World EW |
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Monthly Returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD |
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Cumulative Returns
Monthly Alpha
Disclaimer:
The returns presented are in CAD and include transaction costs but exclude management and operating fees. Past performance is not indicative of future results. The benchmark used for performance comparisons is the MSCI World Equal Weighted
The returns presented are in CAD and include transaction costs but exclude management and operating fees. Past performance is not indicative of future results. The benchmark used for performance comparisons is the MSCI World Equal Weighted