Happy 5th Birthday

We are proud to announce, that Canoe Asset Allocation Portfolio Class Series A, managed by Rob Taylor, was recognized as the 2018 Lipper Award winner for best fund in the Tactical Balanced Category over five years.

Rob just had his 5 year anniversary at Canoe, having joined in 2013.  Over his tenure he has been able to achieve category leading performance.

  Morningstar Rating 5 Year Quartile Rank
Canoe Asset Allocation Portfolio Class five-stars 1st
Canoe Equity Portfolio Class five-stars 1st
Canoe North American Monthly Income Class four-stars 1st

Source: Morningstar, as of March 31, 2019. Overall Morningstar Rating based on Series F.

Rob’s industry leading mandates

Canoe Equity Class is an actively managed Canadian equity solution that has consistently outperformed its benchmark and peers, net of fees.  

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Canoe Asset Allocation Class is tactically managed to take advantage of various periods in the market cycles.  It has a proven history of capturing market upside while insulating investors against drops during times of market volatility.

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Canoe North American Monthly Income Class is a conservatively managed balanced solution for North American exposure with a 5% targeted distribution paid monthly.

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These mandates are offered in the tax efficient Portfolio Class structure.

Time to Repatriate Investments Back to Canada?

Rob Taylor, Senior Vice President and Portfolio Manager, discusses why now may be a good time to invest north or the border.

Rob Taylor - Why Canada?

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Each Canoe Portfolio Class Fund consists of an investment in shares of a Corporate Class Fund and a trust unit of the Canoe Trust Fund. Please see the prospectus for details. Morningstar Ratings are based on fund returns for periods ending March 31, 2019 and are subject to change monthly. Morningstar Star Ratings are assigned based on the ranked Morningstar Risk-Adjusted Return of each fund compared to other funds in the same CIFSC Category. Morningstar calculates ratings for the three-, five, and ten-year periods and then the Overall Morningstar Rating is based on a weighted average of Morningstar Ratings for available time periods. Morningstar calculates ratings for categories with at least five funds. If a fund scores in the top 10% of its category, it receives five stars if it falls in the next 22.5%, it receives four stars; the next 35% earns a fund three stars; those in the next 22.5% receive two stars; and the lowest 10% receive one star. For greater detail, see morningstar.ca. The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see www.lipperfundawards.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Performance for Canoe Asset Allocation Portfolio Class (Series A) for the period ending July 31, 2018 is as follows: 7.23% (1 year), 4.77% (3 year), 8.65% (5 year), 3.35 % (since inception, February 14, 2011). Rob Taylor took over management on July 29, 2013. Thomson Reuters Lipper Awards, ©2018 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.