Fund wins Lipper Award, others ranked on top |
Two years running, Quadrus U.S. and International Specialty Corporate Class Fund won the Lipper Award for its five-year performance; in 2011, it also won for its three-year performance.
| Majority of funds ranked first or second quartile |
72% of Great-West Life segregated funds and 63%of Quadrus Group of Funds were ranked first or second quartile in 2011. Even through some of the toughest market conditions, we tend to outshine much of competition. This means many of the funds you offer clients performed well compared with funds within their peer groups.
Quartile rankings compare funds within a category and list them according to a series of calculations, including performance. While no one is suggesting clients should chase short-term performance, we highlight the following to demonstrate how proud we are, and you can be, of the funds we offer Canadians.
In 2011, of all Quadrus Group of Funds:
63% were first or second quartile
Folio funds 67% were first or second quartile
Balanced funds 75% were first or second quartile
In 2011, of all Great-West Life segregated funds:
72% were first or second quartile
64% were first or second quartile for the five-year period
Asset allocation funds 85% in 2011 and 91% over 5 years were first or second quartile
Great-West Life segregated fund policies and Quadrus Group of Funds, you have a broad, well-balanced mix of investment options, managed by some of the very best investment managers available. You can offer a diverse suite of funds, savings and income protection options, and the strength and stability of our organization.
With top-ranked funds, clients are in the right place.
Fund performance |
Inception date |
1-month |
3-month |
6- month |
Year-to-date |
1-year |
3-year |
5-year |
10-year |
Since inception |
Quadrus U.S. and International Specialty Corporate Class Fund |
July 8, 2005 |
-3.19% |
3.15% |
-12.42% |
-12.73% |
-12.73% |
12.69% |
-2.36% |
n/a |
0.96% |
At Dec. 31, 2011
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unit holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. FOR MORE INFORMATION ABOUT THE QUADRUS GROUP OF FUNDS: Call your investment representative with Quadrus Investment Service Ltd. You can obtain a copy of the funds simplified prospectus from your investment representative.
A description of the key features of the segregated fund policy is contained in the information folder. Any amount allocated to a segregated fund is invested at the risk of the policyowner and may increase or decrease in value.
Information was obtained from Fundata and/or Morningstar and we will not be liable for any loss suffered as a result of reliance on this information. The data provided is for information purposes only and is current as of Dec. 31, 2011.