Results as of 2024-07-25
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.
| Evovest | MSCI World EW | |
|---|---|---|
| Return (ann.) | 12.33% | 7.87% |
| Alpha (ann.) | 4.47% | NA |
| Std (ann.) | 12.75% | 13.45% |
| Reward / Risk | 0.97 | 0.58 |
| Max drawdown | -28.71% | -30.56% |
| Tracking error (ann.) | 4.77% | NA |
| Beta | 0.88 | 1.00 |
| Evovest | MSCI World EW | |
|---|---|---|
| This Week | -0.88% | -0.34% |
| MTD | 1.19% | 2.79% |
| QTD | 1.19% | 2.79% |
| YTD | 14.40% | 9.52% |
| TTM | 15.22% | 13.07% |
| Last 3Y (ann.) | 9.70% | 4.44% |
| Last 5Y (ann.) | 12.19% | 7.53% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 2.9% | 2.0% | 1.1% | -3.1% | 3.8% | 1.8% | -0.9% | 1.1% | 1.6% | 2.6% | 0.2% | 13.7% | |
| 2020 | 0.7% | -7.1% | -10.3% | 7.8% | 4.8% | 4.6% | 0.2% | 4.1% | 0.3% | -2.3% | 9.9% | 4.6% | 16.4% |
| 2021 | 0.5% | 3.8% | 1.1% | 2.5% | -0.7% | 1.8% | 0.9% | 3.6% | -2.5% | 2.8% | -0.7% | 4.0% | 18.4% |
| 2022 | -5.8% | -0.2% | 1.6% | -3.2% | -0.4% | -6.0% | 7.1% | 0.6% | -4.7% | 1.4% | 11.3% | -0.9% | -0.5% |
| 2023 | 5.9% | -0.6% | 1.4% | 1.4% | -5.0% | 2.3% | 1.9% | -0.6% | -4.1% | -3.3% | 6.7% | 2.9% | 8.5% |
| 2024 | 2.9% | 4.6% | 4.3% | -1.2% | 2.1% | -0.3% | 1.2% | 14.4% |
The returns presented are in CAD and include transaction costs but exclude management and operating fees. Past performance is not indicative of future results.