Introduction
A typical IRR by Fund Strategy Dashboard will look like the attached below. Salient points to note are
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- This graph shows the Average Market XIRR for every Fund Strategy Strategy based on your portfolio
- X-Axis: Annualized Internal Rate of Return (IRR) for that particular investment for the time period mentioned above.
- Y-Axis: Different types of Fund Strategies by Bloomberg. Please note that Bloomberg classifies the funds you have invested in by such strategies. The definitions of each strategy is below-mentioned. Canopy has obtained the data from Bloomberg. As of till date, we are not showing the Fund strategy type on Canopy for each fund.
- Blue Bubble / Dot: Each dot represents each fund you have invested in.
- Orange Line: the line represents the average IRR performance of all your funds.
Market Detail Table Table
- This table shows the comparison of the average IRR fund performance by strategy of the market as well as the funds you have invested in.
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
- Corporate
- Dynamic Allocation:portfolio management strategy that frequently adjusts the mix of asset classes to suit market conditions
- Equity Hedge
- Global Allocation
- Government
- Growth
- Multi-Strategy
- Precious Metals
- Value
