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PortfolioVerus International Growth

Alpha

3.10%

Downside Capture

89.76%

Annualized Return

8.98%

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 NameVerus International Growth
Base CurrencyU.S. Dollar
Number of Holdings27
Broad Category GroupInternational Equity
BenchmarkMSCI ACWI Ex USA NR USD

Investment Growth of $100,000

Time Period: Since Common Inception 2/1/2017 to 3/31/2024


Trailing Returns (%)

Calculation Benchmark: MSCI ACWI Ex USA NR USD

YTD 1 Year 3 Years 5 Years 10 Years Since Common Inception
Verus International Growth4.8618.311.215.6108.98
MSCI ACWI Ex USA NR USD4.6913.261.945.974.256.34

Portfolio Statistics

Time Period:
Since Common Inception (2/1/2017 to 3/31/2024)


Calculation Benchmark:
MSCI ACWI Ex USA NR USD


InvBmk1
Alpha3.100.00
Beta0.911.00
R260.95100.00
Std Dev16.7545.88
Up Capture Ratio102.75100.00
Down Capture Ratio89.76100.00
Sharpe Ratio0.630.52

Risk-Reward

Time Period:
Since Common Inception (2/1/2017 to 3/31/2024)


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.