Contact Us

Account Secured Login

Canadian Equity

September 30th, 2026 | Q3 2026

Overview

Inception date

Oct 1, 1995

Category

Equity

Portfolio assets

CAD 4.96 billion

This Composite comprises all discretionary Canadian equity mandates with asset mix targets for fixed income securities of less than 10%.

Portfolio Strategy

Characteristics
Average divided yield 2.78%
Forward P/E ratio 12.34
Average market cap CAD 61.79 B
Active share 0.66
# of holdings 62
Turnover ratio 0.17
Strategy assets as a % of total AUM 21.27%

Performance

Compounded Annualized Returns

27.63%
1 YEAR
23.67%
3 YEARS
16.05%
5 YEARS
12.62%
10 YEARS
13.55%
SINCE INCEPTION

Composition

Assets Allocation

Domestic Equities 96.2%
Short Term 3.8%

Sector Weightings

Top 10 Holdings

Company name Weight
Bank Of Nova Scotia Com 3.90%
Air Canada Vtg & Var Vtg Shs Com 3.70%
Td Bank Com 3.70%
Manulife Fin Corp Com 3.60%
Sun Life Financial Inc Com 3.50%
Royal Bank Of Canada Com 3.40%
Magna International Inc Com 3.40%
Linamar Corp. Com 3.40%
Canadian Tire Cl A Com Nvs 3.10%
Bank Of Montreal Com 3.10%

Country Weightings

Country Weight
Canada 99.40%
Papua New Guinea 0.50%
Botswana 0.00%