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Listen "Play your part – the role of fixed income in your portfolio – 3rd quarter, 2020"
Episode Synopsis
This quarter, portfolio manager Frank Mullen discusses the changing outlook for fixed income and how you can ensure it plays the right role for you in the future. Published October 9, 2020.
Commentary text:
https://edgepointwealth.com/en/Insights/Commentary/2020-Q3-Fixed-income-commentary
Sources:
https://edgepointwealth.com/en/Insights/Commentary/2020-Q3-Fixed-income-commentary#Sourcematerial
Returns:
Portfolio performance as at September 30, 2020. Annualized, total returns, net of fees.
EdgePoint Global Growth & Income Portfolio - Series A
YTD: -8.22%; 1-year: -7.31%; 3-year: 1.06%; 5-year: 4.97%; 10-year: 9.10%; since inception (11/17/2008): 10.45%
60% MSCI World Index/40% ICE BofAML Canada Broad Market Index
YTD: 6.32%; 1-year: 9.94%; 3-year: 8.74%; 5-year: 8.06%; 10-year: 9.22%; since inception of the Portfolio: 9.31%
The MSCI World Index is a market-capitalization-weighted index comprising equity securities available in developed markets globally. The ICE BofAML Canada Broad Market Index tracks the performance of publicly traded investment-grade debt denominated in Canadian dollars and issued in the Canadian domestic market. The blended benchmark was chosen because the MSCI World Index is a widely used benchmark for the global equity market and the ICE BofAML Canada Broad Market Index is representative of fixed-income opportunities consistent with the Portfolio’s mandate. We manage our Portfolios independently of the indexes we use as long-term performance comparisons. Differences including security holdings and geographic/sector allocations may impact comparability and could result in periods when our performance differs materially from the index. Additional factors such as credit quality, issuer type and yield may impact fixed-income comparability from the index.
Disclaimers:
Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at www.edgepointwealth.com/en/Disclaimers
Commentary text:
https://edgepointwealth.com/en/Insights/Commentary/2020-Q3-Fixed-income-commentary
Sources:
https://edgepointwealth.com/en/Insights/Commentary/2020-Q3-Fixed-income-commentary#Sourcematerial
Returns:
Portfolio performance as at September 30, 2020. Annualized, total returns, net of fees.
EdgePoint Global Growth & Income Portfolio - Series A
YTD: -8.22%; 1-year: -7.31%; 3-year: 1.06%; 5-year: 4.97%; 10-year: 9.10%; since inception (11/17/2008): 10.45%
60% MSCI World Index/40% ICE BofAML Canada Broad Market Index
YTD: 6.32%; 1-year: 9.94%; 3-year: 8.74%; 5-year: 8.06%; 10-year: 9.22%; since inception of the Portfolio: 9.31%
The MSCI World Index is a market-capitalization-weighted index comprising equity securities available in developed markets globally. The ICE BofAML Canada Broad Market Index tracks the performance of publicly traded investment-grade debt denominated in Canadian dollars and issued in the Canadian domestic market. The blended benchmark was chosen because the MSCI World Index is a widely used benchmark for the global equity market and the ICE BofAML Canada Broad Market Index is representative of fixed-income opportunities consistent with the Portfolio’s mandate. We manage our Portfolios independently of the indexes we use as long-term performance comparisons. Differences including security holdings and geographic/sector allocations may impact comparability and could result in periods when our performance differs materially from the index. Additional factors such as credit quality, issuer type and yield may impact fixed-income comparability from the index.
Disclaimers:
Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at www.edgepointwealth.com/en/Disclaimers
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