Introduction
This graph shows the Fund performance (IRR) by different strategies classified and incorporated by Bloomberg. Please note that Bloomberg classifies the funds you have invested in by such strategies.
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Generic points to note are;
- Time Period for Calculations: All calculations are for the time period that starting the latest of First investment made in that security / Starting of the Account history with Canopy / 1 Jan 2017 and ending the previous business day. For example ...
- if your Canopy account history starts in 15 Feb 2016, this particular asset was bought on 31 Aug 2016, the IRR shown is from 1 Jan 2017 to the previous business day.
- if your Canopy account history starts in 1 Mar 2017, although you bought this particular asset way back on 12 Sep 2016, the IRR shown is for the period from 1 Mar 2017 to the previous business day.
- if your Canopy account starts on 1 Mar 2017, you bought this asset on 15 Oct 2017 then the IRR is for the period 15 Oct 2017 to the previous business day.
- Currency of Calculation: Unless otherwise specified all calculations are in USD. All investments in non USD currencies are converted into USD at prevailing spot rate (i.e. IRR will take Fx movement into account for non USD investments)
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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
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- 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
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- 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
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- : 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
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- : where portfolio is selected that trade for less than their intrinsic values
