The number 42

That’s the average number of Canadian stocks we hold in the imaxx equity portfolios. It isn’t many. And it’s low by conventional standards. It’s a reflection of our research-driven investment process which leads to high conviction and concentrated portfolios. The same holds true within fixed-income portfolios which are also concentrated among the highest quality, highest yielding Canadian corporate bonds. The net effect is bond and equity portfolios that look quite different from benchmark representatives.

imaxxTM Canadian Bond Fund vs. FTSE TMX Canada Universe Bond Index

Note: imaxx Canadian Fixed Pay Fund is a mutual fund offered by Foresters Financial Investment Management Company of Canada Inc. and managed by Foresters Asset Management Inc. Inception date: June, 2002.
Source: Foresters Asset Management Inc. & BlackRock Aladdin, as of December 31, 2015.

imaxxTM Canadian Fixed Pay Fund vs. S&P/TSX Composite Total Return Index

Note: imaxx Canadian Fixed Pay Fund is a mutual fund offered by Foresters Financial Investment Management Company of Canada Inc. and managed by Foresters Asset Management Inc. Inception date: June, 2002.
Source: Foresters Asset Management Inc. & BlackRock Aladdin, as of December 31, 2015.