Global Equity

Results as of 2022-09-23

Evovest Global 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

Monthly Returns

More information about the constitution of the benchmark can be found in our offering memorandum at the following link ( here )

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.