Introduction
Most Popular Strategy by Peers vs Most Popular Strategy of your Funds' Portfolio: This first section shows the most popular Bloomberg Fund strategy you are investing in vs your Canopy peers.
Avg XIRR of Strategy vs Avg XIRR of your Strategy: This second section shows the Average Performance (IRR) for Blend Funds vs Average Performance (IRR) for the most popular fund strategy held by you.
Most Popular Funds: This word cloud shows the most popular funds that your Canopy peers are investing in.
Market Detail 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: 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
The different strategies are classified and incorporated by Bloomberg.
Please note that Canopy has obtained the data from Bloomberg and we are not currently displaying Fund strategy type on Canopy for each fund.