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International Equity Strategy CONTACT US

  • Investments outside of North America
  • Focused in a maximum of 55 companies
  • Dividend growth & equity growth companies

Investment Objective

The International Equity Strategy invests in a diversified portfolio of equities domiciled outside of North America in order to deliver long-term capital appreciation for investors. 

Strategy

The portfolio’s asset allocation will be determined on a top-down and bottom-up basis. Depending on the risk and return profile of each region and the investment opportunities within each region on a security level, portfolio exposure will generally be within the following ranges; Europe: 50-65%, Emerging Markets: 20-35%, Far-East: 10-20%. The portfolio will be concentrated in a maximum of 55 equity positions. 

Performance

Strategy  YTD  1 Year* 2 Year* 3 Year* 4 Year* 5 Year* SI
M&P International Equity
January 2008
24.10% 24.10% 14.19% 12.90% 10.34% 13.47% 3.93%
Benchmark
MSCI ACWI-ex US
18.84% 18.84% 9.49% 10.69% 9.19% 11.83% 4.30%

Ending December 31, 2017       *Annualized Performance       Source: CIBC Mellon       
Gross of Fees and Expenses   


ASSET ALLOCATION

SECTOR

 


TOP 10 HOLDINGS

  1. Galaxy Entertainment (China)      
  2. Tencent (China)     
  3. ASML Holding (Netherlands)
  4. Daimler (Germany)
  5. Sony Corp (Japan)
  1. Renault (France)
  2. Hengan (China) 
  3. Intesa Sanpaolo (Italy)
  4. Eni S.p.A. (Italy)
  5. Alibaba Group Holdings (China)

Data as of December, 2017

PORTFOLIO INFORMATION

Yield: 2.4%
Distribution: Annual
Legal Structure: Open-end investment fund
Unit pricing: CDN $
Auditor: KPMG
Trustee: CIBC Mellon Trust company
Legal: Borden Ladner Gervais LLP

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