Signature Select Canadian Fund

Signature Select Canadian Fund

Signature Select Canadian Fund
Last update 2020-06-29 103 Stocks (23 new)
Value $599.00 Mil Turnover 21 %
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Signature Select Canadian Fund Profile

Signature Select Canadian Corporate inception date is August 10, 2001. The fund is managed by CI Investments Inc. and its advisor is Signature Global Advisors. Signature Global Advisors of Toronto, a division of CI Investments Inc., manages more than $35 billion in assets across all asset classes, including fixed income and Canadian and global equities. Signature's advantage is its approach in which portfolio managers and analysts specializing in each asset class and sector combine their research to develop a comprehensive picture of a company and its securities. The team is led by Chief Investment Officer Eric Bushell. The fund's objective is to seek capital appreciation over the long-term coupled with dividend income. It invests primarily in common shares and convertible securities of Canadian companies and preferred shares that pay regular income. The fund's investments are diversified across industry sectors. Any change to the investment objective must be approved by a majority of votes cast at a meeting of unitholders held for that reason.

Signature Select Canadian Fund Investing Philosophy

"The Signature approach has two key elements: 1) making investment decisions based on an analysis of the full capital structure of a company, 2) pursuing broad mandates. The Security selection process are as follows: 1. Develop a comprehensive global outlook, factoring in economic growth, interest rates, capital market conditions and geopolitical tensions. 2. Determine the appropriate investment risk profile for this outlook. 3. Select the industries that should benefit from this outlook and discuss trends and sector weights with the group's industry experts. 4. Monitor current and potential investments on a constant basis to ensure that the initial investment rationale is intact and targets are achieved. 5. Narrow the focus to securities that offer the most compelling risk-reward on a global basis, given relative or absolute valuations. Qualitative characteristics such as management, financial disclosure and governance structures are important parts of the security selection process."
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Performance of Signature Select Canadian Fund

Year Return % S&P500 % Excess Gain %
2019 19.6 30.58 -11
2018 -14.23 -4.57 -9.7
2017 15.79 21.7 -5.9
3-Year Cumulative (2017-2019) 18.78 (5.90/Year) 51.65 (14.89/Year) -32.87 (-8.99/Year)
2016 13.12 12 1.1
2015 -2.39 1.24 -3.6
5-Year Cumulative (2015-2019) 31.15 (5.57/Year) 71.96 (11.45/Year) -40.79 (-5.86/Year)
2014 11.55 13.46 -1.9
2013 19.21 32.31 -13.1
2012 8.16 15.99 -7.8
2011 -8.49 1.9 -10.4
2010 10.29 15.05 -4.8
10-Year Cumulative (2010-2019) 90.38 (6.65/Year) 251.03 (13.38/Year) -160.65 (-6.73/Year)
2009 27.98 26.35 1.6
2008 -26.06 -36.79 10.7
2007 3.04 5.15 -2.1
2006 21.02 15.84 5.2
2005 22.91 4.83 18.1
15-Year Cumulative (2005-2019) 176.12 (7.01/Year) 257.98 (8.87/Year) -81.86 (-1.84/Year)
2004 12.89 10.7 2.2
2003 20.19 28.18 -8
2002 -5.76 -21.58 15.8
2001 9.72 -11.76 21.5
2000 34.3 -9.75 44
20-Year Cumulative (2000-2019) 420.26 (8.60/Year) 217.22 (5.94/Year) 203.04 (2.66/Year)
1999 27.53 20.38 7.2

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