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Understanding Equity Relative Performance vs. Benchmarks

Discover how equity funds performed against benchmarks as of June 30, 2011. All funds include reinvested dividends. Morningstar Peer Average data is from the Standard & Poor's SPIVA Report. Contact Stephen Metcalfe, CIM, FCSI at 416-860-7783 or Scott White, CFA at 416-860-7775 for more information. Visit www.philanthropicinvesting.ca for insights.

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Understanding Equity Relative Performance vs. Benchmarks

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  1. Equity Relative Performance vs. BenchmarksJune 30, 2011 All funds include reinvested dividends ^ Morningstar Peer Average comes from the Standard & Poors SPIVA Report Source: Bloomberg Stephen Metcalfe, CIM, FCSI 416-860-7783 Scott White, CFA 416-860-7775 www.philanthropicinvesting.ca

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