Description
Exceptional & Rich Canada 60 is a model investment portfolio consisting of 60 components, designed to be benchmarked against the TSX 60 Index and to deliver relative outperformance over that benchmark. The portfolio reports an average annualized return of 14.12% and an average annualized excess return of 8.45% versus its benchmark, with an average holding period of roughly 18 months and a strategy that remains always invested rather than holding significant cash. The product provides performance analytics including rolling annualized returns, drawdown analysis, annualized volatility (14.07%), annualized excess volatility (-3.92%), average tracking error (7.07%), and average information ratio (1.11), along with a breakdown of top holdings and top contributors. Top allocations include Canadian large-cap names such as Cenovus Energy, Dollarama, Manulife Financial, Teck Resources, Wheaton Precious Metals, Magna International, Tourmaline Oil, Canadian Natural Resources, Cameco, and First Quantum Minerals, indicating the product serves investors interested in exposure to Canadian equity markets with active portfolio management aimed at beating the TSX 60 Index.