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Introduction

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  • Shows the most popular funds being invested by clients of Canopy.

Definitions of Strategies:

  • Aggregate: investing in a globally diversified portfolio of multi-currency debt issued by government and non-government issuers.
  • Blend: a type of equity mutual fund that includes a mix of value and growth stocks
  • Conservative Allocation: proven systematic approach in low-risk investing and asset allocation

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  • Dynamic Allocation:portfolio management strategy that frequently adjusts the mix of asset classes to suit market conditions
  • Equity Hedge either purchase stocks that they feel are undervalued or sell short stocks they deem to be overvalued
  • Global Allocation:rapidly switch between ​asset classes and geographic regions
  • Government: strategy traditionally invests in short-term, high-quality fixed income securities issued by the Government or its Agencies
  • Growth: aimed at winning larger market share, even at the expense of short-term earnings
  • Multi-Strategy: a variety of strategies to switch from one to the other to deliver consistent positive funds
  • Precious Metals: funds required to achieve a competitive advantage, and the monetary results (profits) in precious metals
  • Value: where portfolio is selected that trade for less than their intrinsic values


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