Results as of 2022-09-30
Evovest US Equity Strategy aims to create superior returns when compared to a passive equal weighted portfolio of the biggest US companies 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 strategy presents a medium risk profile through diversification by design, with a volatility similar to its benchmark, by taking positions in more than 50 constituents in the United States.
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 returns for the Evovest US equity are derived from the Evovest global equity strategy and constructed using custodian reports and verified with a portfolio securities-based approach while using an independent financial software.