Investment and Retirement

New quarterly fund performance reports for SSQ Strategy and Celestia GIFs

New quarterly fund performance reports for SSQ Strategy and Celestia GIFs as at March 31, 2018 are now available in the Documentation section on our secure advisor website. These documents provide an overview of fund performance compared to market index benchmarks and interpret returns from different angles.

These reports include:

• Performance of benchmark indexes
• Fund performance and value-added
• Performance by asset class
• Portfolio manager’s contribution to the performance

A very useful tool to help understand fund returns.

Click here to view these reports.