|
TMP-34836
| 1 | | | Presentation - AC/RC | PRESENTATION CONCERNING THE Q3 2025 INVESTMENT RESULTS - ASSET ALLOCATION, PORTFOLIO PERFORMANCE REVIEW OF THE MARKET OUTLOOK
J. Bayley, Portfolio Manager, and T. Rayaisse, Chief Investment Officer, provided a presentation concerning the third quarter (Q3) Prudent Investor Portfolio’s allocation.
Mr. Bayley discussed the slides concerning the following topics:
Asset Allocation:
· The portfolio ending Q3 in-line with its target asset allocation.
Investment Performance:
· The Investment portfolio delivered its second strongest quarter on record with a return of 3.89%, beating the benchmark by 0.59%;
· A comparison of the past four years’ annualized return of the portfolio being 6.41% vs. 4.57% for the benchmark, and an outperformance of 1.84%;
· The Equities being the top performer in Q3 with a return of 11.6%, an outperformance of 0.70% led by Canadian equities, which outperformed the U.S. equities by 2.32%; and
· The Bonds rebounded after a volatile 1st half, and over Q3, yields declined across the yield curve, and the yield curve steepened.
· The outperformance in bonds was en | | |
Action details
|
Not available
|