Investment and Retirement
New quarterly fund performance reports for SSQ Strategy and Celestia GIFs
New quarterly fund performance reports for SSQ Strategy and Celestia GIFs are now available on our secure website for investment products. These documents provide an overview of fund performance compared to market index benchmarks and interpret returns from different angles.
You have the information you need to explain the performance of SSQ portfolio funds to your clients.
Quarterly performance report for SSQ Strategy GIFs as at March 31, 2016
Quarterly performance report for SSQ Celestia GIFs as at March 31, 2016
These reports include:
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Performance of benchmark indexes
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Fund performance and value-added
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Performance by asset class
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Portfolio manager’s contribution to the performance
A very useful tool to help understand fund returns.
These reports will generally be produced within a few days following the end of each quarter and will be posted in the "Documentation″ section of the secure website for advisors and MGAs. These will also be available through the SSQ Newsletter.