This quarter, Sydney Van Vierzen looks at why we believe that the key to ESG investing is making the world a better place, not just how a company is rated. Published July 13, 2021.

Text:

https://edgepointwealth.com/en/Insights/Commentary/2021-Q2-EdgePoint-commentary

Sources:

https://edgepointwealth.com/en/Insights/Commentary/2021-Q2-EdgePoint-commentary#Sourcematerial

Returns:

As at June 30, 2021. Total returns, net of fees. Returns for periods over one year annualized. Since inception returns since EdgePoint Portfolio inception (November 17, 2008). All Series A.

EdgePoint Global Portfolio (EPGP)

YTD: 13.53%; 1-year: 30.54%; 3-year: 4.99%; 5-year: 10.97%; 10-year: 12.61%; since inception: 13.95%

                                               

MSCI World Index

YTD: 9.88%; 1-year: 26.42%; 3-year: 12.69%; 5-year: 13.74%; 10-year: 13.44%; since inception: 12.74%

EdgePoint Canadian Portfolio (EPCP)

YTD: 29.86%; 1-year: 59.13%; 3-year: 9.40%; 5-year: 10.00%; 10-year: 8.59%; since inception: 12.10%

S&P/TSX Composite Index

YTD: 17.28%; 1-year: 33.85%; 3-year: 10.79%; 5-year: 10.77%; 10-year: 7.44%; since inception: 10.06%

EdgePoint Global Growth & Income Portfolio (EPGIP)

YTD: 10.35%; 1-year: 23.39%; 3-year:4.67%; 5-year: 8.66%; 10-year: 9.99%; since inception: 11.43%

60% MSCI World Index/40% ICE BofA Canada Broad Market Index

YTD: 4.32%; 1-year: 14.11%; 3-year: 9.39%; 5-year: 9.30%; 10-year: 9.69%; since inception: 9.56%

EdgePoint Canadian Growth & Income Portfolio (EPCIP)

YTD: 19.72%; 1-year: 39.57%; 3-year: 8.17%; 5-year: 8.60%; 10-year: 7.65%; since inception: 10.30%

60% S&P/TSX Composite Index/40% ICE BofA Canada Broad Market Index

YTD: 8.54%; 1-year: 18.16%; 3-year: 8.41%; 5-year: 7.65%; 10-year: 6.21%; since inception: 8.04%

Our portfolio benchmarks:

EPGP: MSCI World Index is a broad-based, market-capitalization-weighted index comprising equity securities available in developed markets globally. The index was chosen for being a widely used benchmark of the global equity market.

EPCP: S&P/TSX Composite Index is a market-capitalization-weighted index comprising the largest and most widely held stocks traded on the Toronto Stock Exchange. The index was chosen for being a widely used benchmark of the Canadian equity market.

EPGIP: 60% MSCI World Index/40% ICE BofA Canada Broad Market Index. ICE BofA 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 BofA Canada Broad Market Index is representative of fixed-income opportunities consistent with the Portfolio’s mandate.

EPCIP: 60% S&P/TSX Composite Index/40% ICE BofA Canada Broad Market Index. The blended benchmark was chosen because the S&P/TSX Composite Index is a widely used benchmark of the Canadian equity market and the ICE BofA Canada Broad Market Index is representative of fixed-income opportunities consistent with the Portfolio’s mandate.

Why our performance may differ from our benchmarks: 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