Our SectorWise portfolio management model is unique and based on the many benefits demonstrated by sector specialist managers for over 20 years.
Independence ensures higher returns!
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We take advantage of the knowledge and complementary strengths of the top portfolio management firms.
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Complete independence delivers maximum results.
Where do the returns come from?
The Stock Market
→ Results are random from month to month.
→ Remain invested at all times to take advantage of long-term market growth.
Strategic Component
→ Fundamentals
→ Convictions
→ Long-term vision
Tactical Component
→ Selection of the best stocks
→ Economic forecasts
→ Short-term opportunities
Strategic Component¹
Added Value of Strategic Component¹
Tactical Component²
Our Goal
Selection Process
It’s time to evolve. Be SectorWise.
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Note to readers
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. Dynamic FundsTM is a trademark of The Bank of Nova Scotia. Used under licence. BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc., BMO Investments Inc., BMO Asset Management Corp. and BMO’s specialized investment management firms. ® “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence. CI FundsTM is a trademark of CI Investments Inc., used under licence. Vanguard is a trademark of Vanguard Group, Inc., used under licence. Invesco is a trademark of Invesco Holding Company Limited, used under licence. Franklin Templeton Investments is a business name used by Franklin Templeton Investments Corp., utilise sous licence. The AGF logo and all associated trademarks are registered trademarks of AGF Management Limited, used under licence. Canoe Financial is a registered trademark of Canoe Financial LP., used under license. iShare® and BlackRock® are registered trademarks of BlackRock Inc. and its affiliates and are used under license.
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The FundGrade A+® Awards are presented annually by Fundata Canada Inc. to Canadian investment funds that achieve consistently high FundGrade scores through an entire calendar year. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then equally weighted in calculating a monthly FundGrade rating. The FundGrade ratings are divided between five tranches from “A Grade” (superior performance) to “E Grade” (lower performance). The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA (Grade Point Average) style calculation, where each monthly FundGrade rating from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. The FundGrade grades are subject to change each month. For more information, please see the web site www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.
