Investment and Retirement

ON THE RADAR

AN ASTRA FUND THAT IS MAKING ITS MARK IN THE CURRENT CONTEXT 

The ASTRA Carnegie International Equity Fund is a long-term investment which is synonymous with capital growth: investments in quality companies almost always yield long-term returns.

 

ASTRA Carnegie International Equity

Manager: Carnegie Asset Management

Benchmark: MSCI EAFE (CAN$)

Fund category (CIFSC): International Equity

 

The fund posts strong returns over periods of 1 month to 5 years.

 

ASTRA CARNEGIE INTERNATIONAL EQUITY FUND

NET RETURNS AS AT FEBRUARY 27, 2015

	YTD	1-Month	3-Month	1-Year	3-Year	5-Year
ASTRA Carnegie International Equity Fund	17.11%	4.24%	13.88%	16.35%	16.45%	12.93%

Returns are annualized, except for periods of less than one year.

 

The fund's basic allocation is made up of 40% to 60% "stable growth" equities. The rest of the investments target opportunities related to emerging markets, demographics, etc.

 

WHY INVEST IN THIS FUND?

• To take advantage of a proven investment philosophy based on the three main principles below:
  • It is better to have a thorough understanding of a limited environment than to achieve diversification through a vast array of equities; cautious equity selection may allow for better returns and reduce investment risks.
  • A long-term investment will obtain a higher return.  Investments in quality companies perform better over time.
  • Over the long term, global trends have a considerable impact on investments and are important factors to consider in the positioning and the attraction of capital. The resulting growth in cash is the main reason why share prices do better in the long term.
• To benefit from the expertise of a management team that specializes in global equity portfolios and that is made up of dedicated managers with a stake in the firm.
  • The team's proactive philosophy consists of building a portfolio of 25 to 30 hand-picked stocks from at least five different sectors, while following the principle that each new purchase must be funded by the sale of an existing holding. This approach requires the management team to focus not only on the top performers, but also on the portfolio's weakest links.

 

Discover the ASTRA Carnegie International Equity Fund Facts

 

Any amount that is allocated to a segregated fund is invested at the risk of the contractholder and may increase or decrease in value.

The returns shown do not take into account sales, redemption, distribution or other optional charges that would have reduced returns. Returns are annualized, except for periods of less than one year. Past returns are not a reliable indicator of future performance. This method of calculating returns is in compliance with the industry standards established by the Canadian Life and Health Insurance Association. For more information about this calculation method, please contact SSQ Client Services at 1-800-320-4887.