Canadian Balanced Fund - Q1 2016

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Over the first quarter of 2016, Invesco Canadian Balanced Fund returned 0.47%, slightly outperforming its institutional benchmark, the 35% S&P/TSX Composite Index/25% MSCI World Index/35% FTSE TMX Canada Universe Bond Index/5% FTSE TMX 91-Day Treasury Bill Index, which rose 0.24% over the same period.

On a geographic basis, the Fund’s holdings in both the U.S. and Japan outperformed those of the benchmark and were among the most significant contributors to the Fund’s relative performance. However, weaker-thanbenchmark performance in Canada detracted from the Fund’s relative performance.

Source : Invesco

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Mots-clés : Invesco