The Stock Market
- The stock market is up 6 months out of 10.
- Results are random from month to month.
- Remain invested at all times to take advantage of long-term market growth.
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Our SectorWise portfolio management model is unique and based on the many benefits demonstrated by sector specialist managers for over 20 years.
We build profitable and long-lasting portfolios.
We take advantage of the knowledge and complementary strengths of the top portfolio management firms.
Complete independence delivers maximum results.
This list of portfolio managers may change without notice. All trademarks are trademark of their owner, used under license. Sectorwise Portfolios is a trademark of R.E.G.A.R. Investment Management Inc.
The potential for higher returns offered by SectorWise portfolios derives from three key elements: the strength of the market combined with two separate, proven and innovative components: strategic and tactical.
Historically, portfolios invested equally in each market sector have achieved higher returns than their reference index. Studies have shown that this management model improves long-term performance while reducing portfolio.
Historically, sector specialist managers have outperformed the industry average. Our team of portfolio managers, in collaboration with our team of actuaries and CFAs, carefully groups these specialist managers based on our criteria of excellent of consistency in results.
Select the best specialist managers to take advantage of their active sector management.
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This document is provided for information purposes only. It should not be construed as a recommendation to buy or sell. The foregoing reflects the thoughts, opinions and/or investment strategies of R.E.G.A.R. Investment Management Inc. and are subject to change at its discretion and without prior notice, based on changing market dynamics or other considerations. Reasonable steps were taken to provide up-to-date, accurate and reliable information, and we believe the information to be so when produced. All information contained in this document has been compiled by R.E.G.A.R. Investments Management Inc. from various sources. Information obtained from third parties is believed to be reliable, but no representation or warranty, express or implied, is made by R.E.G.A.R. Investments Management Inc., its affiliates or any other person as to its accuracy, completeness or correctness. R.E.G.A.R. Investments Management Inc. and its affiliates assume no responsibility for any errors or omissions.
The Sectorwise Portfolios are managed by R.E.G.A.R. Investment Managements inc. Please read a fund’s prospectus and consult your financial advisor before investing. Mutual funds are not guaranteed. Their values change frequently and past performance may not be repeated. Investors will pay management fees and expenses, may pay commissions or trailing commission. Investors may experience a gain or loss.
(1) The strategic component presents the findings of a study by R.E.G.A.R. Investment Management Inc. in which the behaviour of the market index was compared to that of an equally weighted model. The study was based on the monthly returns of the MSCI World Index (in US dollars) and the monthly returns of the underlying sectors of that index. Data were obtained from FactSet. The study covers the period from January 1, 1998 to December 31, 2017 (20 years).
The performance of the MSCI World Index was determined using total index returns (including dividends) for the studied period. The performance of the equally weighted model takes into account monthly rebalancing among the sectors within the index used. The top performer (per calendar year) shows the number of occurrences in which each option obtained the highest return in one calendar year for the period covered.
(2) The tactical component presents the findings of a study measuring the added value of sector specialty funds compared to large cap equity funds (traditional mandates). All calculations are based on series F mutual funds as at December 31, 2017. For each of the four traditional management categories, the annualized return (15 years) is the composite return of all monthly returns for the period from January 1, 2003 to December 31, 2017. Each of these monthly returns corresponds to the average return for all mutual funds in the category, where a monthly performance was published. The total return (7.7%), shown at the bottom of the traditional management section, is the average return for the four categories weighted to reflect the geographic distribution in the full (55 mandates equally weighted by sector) of specialized management portfolio. As at December 31, 2017, the geographic distribution was as follows: 25% Canadian Equity + 25% Global Equity + 25% U.S. Equity + 25% International Equity.
For each of the nine sectors used to represent specialized management, the annualized return (15 years) is the composite return of all monthly returns for the period from January 1, 2003 to December 31, 2017. Each of these monthly returns corresponds to the average return for all mutual funds in the sector, where a monthly performance was published. The total return (8.,8%), shown at the bottom of the specialized management section, is the average return for the nine sectors used. For your information, we have provided the average annualized return for the sectors grouped by sector category, i.e., Cyclical, Sensitive, Defensive and Multiple Mandates.
Based on the calculations as described in the two preceding paragraphs, 67%, or 113 of the 169 12-month rolling returns published by sector specialized management, covering the period from January 1, 2003 to December 31, 2017, outperformed those published by traditional management (56/169).
RGP Investments and The Sectorwise Portfolio are trademarks of R.E.G.A.R. Investment Management Inc. All trademarks are trademark of their owner, used under license.