Fund Performance (IRR) by Strategy Dashboard - Generic

Owned by Yash Timbadia (Unlicensed)
Last updated: Aug 28, 2018
2 min read

Introduction

How is your Fund Portfolio performing when compared to your Canopy Peers? 

This email shows: 

Most Popular Investment Strategy of your Funds Portfolio vs Most Popular Strategy of Peers: This first section shows the most popular Bloomberg Fund Investment strategy. If you would like to see how the funds are classified, please request for the detailed report. 

Avg XIRR of your above-mentioned Strategy vs Avg XIRR of Peers' Strategy: This second section shows the Average Performance (IRR) for the most popular fund strategy held by you vs Average Performance (IRR) for Blend Funds. 

Top 3 Performing funds strategies 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.

Most Popular Funds: This word cloud shows the most popular funds that your Canopy peers are investing 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
  • 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. 


Please note that Canopy has obtained the data from Bloomberg and we are not currently displaying Fund strategy type on Canopy for each fund.