Canadian Equity CORE Growth

Overview

This strategy is a well-diversified all-cap portfolio with exposure to all economic sectors. The return objective is to outperform the market index as well as peers over a market cycle. Portfolio construction is a key component of the process in achieving these goals.

Benchmark

100% S&P/TSX Composite Index

Philosophy and process

• The strategy aims to achieve added value to its reference benchmark with a level of risk that is equal to or less than that of the benchmark.
• The investment process is based on fundamental analysis and combines a bottom-up approach, researching companies with favourable growth opportunities from all sectors of the market, with a top-down approach (macroeconomic analysis). This is complemented by a robust risk-management oversight process.
• Up to 10% of the portfolio can be invested in the U.S. market to complement current portfolio holdings.
• Typical number of securities held ranges from 130 to 150.
• The valuation process is based on extensive cash-flow analysis combined with a qualitative framework emphasizing strong business models, management quality, and ESG strengths.

Why invest in these strategies?

• Predominantly Canadian Equity exposure with a proven 20-year track record of outperformance through market cycles.
• Stable and skilful management team that has outperformed the index in 16 out of 20 years.
• Consistent top-quartile managers on a risk-adjusted basis.
• Opportunity to invest alongside a Brendan Wood International 2021-2022 Top Gun Investment Minds team.

How to invest?

• iA Clarington Mutual Funds: https://iaclarington.com/homeopen_in_new
• iA Financial Group’s Individual Savings and Retirement: https://ia.ca/individualsopen_in_new
• iAFG Group Savings and Retirement: https://ia.ca/businessopen_in_new