PortfolioVerus International Growth
Alpha
3.09%
Downside Capture
91.64%
Annualized Return
8.57%
Inception
2/1/2017
Investment Objective & Purpose
The Verus International Growth Portfolio has been designed by Verus Financial to provide a platform for private clients to invest in a thematically driven growth portfolio unbound by constraints of country, sector or market capitalization resulting in a sound investment strategy.
Through in-depth, cross-border fundamental research, the mandate seeks to provide compelling, risk-adjusted returns vs. the MSCI EAFE Index by identifying high growth companies with attractive valuations.
Portfolio Snapshot
| Mandate Name | Verus International Growth |
| Base Currency | U.S. Dollar |
| Number of Holdings | 27 |
| Broad Category Group | International Equity |
| Benchmark | MSCI ACWI Ex USA NR USD |
Investment Growth of $100,000
Time Period: Since Common Inception 2/1/2017 to 9/30/2023
Trailing Returns (%)
Calculation Benchmark: MSCI ACWI Ex USA NR USD
| YTD | 1 Year | 3 Years | 5 Years | 10 Years | Since Common Inception | |
|---|---|---|---|---|---|---|
| Verus International Growth | 28.84 | 28.84 | -0.75 | 7.11 | 0 | 8.57 |
| MSCI ACWI Ex USA NR USD | 15.62 | 15.62 | 1.55 | 7.08 | 0 | 5.87 |
Portfolio Statistics
Time Period:
Since Common Inception (2/1/2017 to 12/31/2023)
Calculation Benchmark:
MSCI ACWI Ex USA NR USD
| Inv | Bmk1 | |
|---|---|---|
| Alpha | 3.09 | 0.00 |
| Beta | 0.92 | 1.00 |
| R2 | 61.45 | 100.00 |
| Std Dev | 17.04 | 16.11 |
| Up Capture Ratio | 103.60 | 100.00 |
| Down Capture Ratio | 91.64 | 100.00 |
| Sharpe Ratio | 0.58 | 0.46 |
Risk-Reward
Time Period:
Since Common Inception (2/1/2017 to 12/31/2023)
Calculation Benchmark:
MSCI ACWI Ex USA NR USD
Are you interested in learning more about the Verus International Growth portfolio?
At Verus Financial, we understand that the world of investing is vast and complex, with endless opportunities in various asset classes. That’s why we focus on identifying and bringing together the most talented and unique investment managers, each with their own area of expertise. We work with a range of specialists across different asset classes, from fixed income to equities to alternatives, to ensure that our clients’ portfolios are managed by experts in each field.
Disclaimer
National Bank Financial – Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).
The opinions expressed herein do not necessarily reflect those of National Bank Financial. The particulars contained herein were obtained from sources we believe to be reliable, but are not guaranteed by us and may be incomplete. The opinions expressed consider a number of factors including our analysis and interpretation of these particulars, such as historical data, and are not to be construed as a solicitation or offer to buy or sell the securities mentioned herein. Unit values and returns will fluctuate and past performance is not necessarily indicative of future performance. Important information regarding a fund may be found in the prospectus. The investor should read it before investing.