Introduction
This Strategy comparison table shows the most popular Bloomberg Fund strategy in which your Canopy peers are investing in vs the most popular Bloomberg Fund strategy in which your Canopy peers are investing in.
The Fund Performance (IRR) comparison shows the Average Fund Performance (IRR) for the funds in the Blend Strategy vs Average Fund Performance (IRR) for the funds in your respective most popular Strategy (above-mentioned).
The word cloud shows the most popular funds that your Canopy peers are investing in.
The different strategies are classified and incorporated 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.
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
