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PortfolioVerus Strategic Alternatives

Alpha

-0.25%

Downside Capture

-2.55%

Annualized Return

2.63%

Inception

04/01/2022

Investment Objective & Purpose

The Verus Strategic Alternatives mandate has been designed by Verus Financial to provide a platform for private clients to invest in institutional private equity, private debt, private real estate, and hedge funds.

The overall objective of the strategy are to provide positive uncorrelated rates of return against traditional markets with a key focus on capital preservation.

Portfolio Snapshot

Mandate NameVerus Strategic Alternatives
Base CurrencyCanadian Dollar
Number of Holdings7
Broad Category GroupAlternatives
BenchmarkS&P/TSX Composite TR

Investment Growth of $100,000

Time Period: Since Common Inception 4/1/2022 to 6/30/2023


Trailing Returns (%)

Calculation Benchmark: S&P/TSX Composite TR

TimeYTD1 Year3 Years5 Years10 YearsSince Common Inception
Verus Strategic Alternatives1.333.80002.63
S&P/TSX Composite TR5.710.4312.427.628.43-3.32

Portfolio Statistics

Time Period:
Since Common Inception (4/1/2022 to 6/30/2023)


Calculation Benchmark:
S&P/TSX Composite TR


InvBmk1
Alpha-0.250.00
Beta0.031.00
R215.27100.00
Std Dev1.5216.90
Up Capture Ratio8.27100.00
Down Capture Ratio-2.55100.00
Sharpe Ratio-0.29-0.30

Risk-Reward

Time Period:
Since Common Inception (4/1/2022 to 6/30/2023)


Calculation Benchmark:
S&P/TSX Composite TR

Are you interested in learning more about the Verus Strategic Alternatives 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.