Introduction
How is your Fund Portfolio performing when compared to your Canopy Peers?
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- 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: funds required to achieve a competitive advantage, and the monetary results (profits) in businesses
- 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
- Bank Loan: or “leveraged loan” market, as it is sometimes known – comprises debt from companies with below–investment grade credit ratings. Companies tap this market predominantly to fund mergers & acquisitions, leveraged buyouts or for general corporate purposes.
The different strategies are classified and incorporated by Bloomberg.
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