During the first quarter of 2013, the fund generated an absolute return of 4.55% and a modest, but positive active return of 0.08%. This may seem low, but for a value-oriented fund such as ours to outperform the benchmark in a strong upmarket is quite good. The report features performance, risk, and attribution results; the findings of our capital market expectations and asset allocation research; as well a detailed update on our portfolios of Canadian equities, global equities, and fixed income.
Our first quarter research report includes a brief overview of the fund's activity throughout the past year as well as fundamental research by our equity, risk, and economic analysts. Featured report cover Agrium Inc., Sherritt International Corporation and iSHARE MSCI Japan, and more. The presentation slides highlight the fund's performance throughout the first quarter of 2011, broken down into the activities and contributions of each team.
Performance Review - Overview Performance Review - Composition and Performance Performance Review - Attribution and Risk Analysis Performance Review - Fixed Income Portfolio Management Performance Review - Global Equity Portfolio Management Performance Review - Canadian Equity Portfolio Management Performance Review - US Equity Portfolio Management Performance Review - Economics and Future Strategies Performance Review - Questions and Answers
Our fourth quarter research report includes a brief overview of the fund's activity throughout the past year as well as fundamental research by our equity, risk, and economic analysts. Featured reports cover Yamana Gold, Enbridge, and European ETFs, and more. The presentation slides highlight the fund's performance throughout the fourth quarter of 2010, broken down into the activities and contributions of each team.....
Our third quarter presentation highlighted our Fund's performance as well as the new 2011 cohort's outlook for the future. Our research book includes highlights on the fund's performance, equity research, risk metrics, and economic outlook.
Our second quarter research report highlights the Fund’s performance and risk evaluation, coupled with analysis from North America. While we are limited in investing directly in commodities, research on natural gas and crude oil helped formulate our strategy within the energy sector. As well, industry specific reports on financials, technology and consumer staples provide sound assessment toward our North American allocation. Featured company reports include: Cenovus, Canadian Natural Resources, Texas Instruments and Yum! Brands.
The Q1 Quarterly Performance Booklet includes Performance Evaluation, Risk Metrics, Economic and Strategy, Fix income and Equity research reports. In the equity segment, it includes reports on Copper, Inmet Mining, Emera Inc, Metro Inc, National Bank, Coca-Cola Co and 3M Co. In this quarter, the SIAS team has been able to outperform the benchmark by 29 bp overall, 42 bp in Canadian Equities and 3 bp in Global Equities.