GLC's Canadian Low Volatility (London Capital) portfolio was built for times like these – and investors are reaping the rewards!

Defense wins championships.

Paul “Bear” Bryant, legendary football coach

The Canadian low volatility (London Capital) portfolio has been outperforming markets by focusing on defense!

The Canadian Low Volatility fund by London Capital outperformed the S&P/TSX Composite Index between Feb. 28, 2018 and Feb. 29, 2020 due to better downside protection. Line graph shows how the fund preserves capital during market drops to result in a better gross return for investors.

The winning formula? Strong participation in rising markets, outperformance in downturns.

Table using Morningstar Direct data shows how the Canadian Low Volatility fund by London Capital produced a higher gross return than the benchmark (9.89% versus 5.87%) between March 1, 2019 and Feb. 29, 2020 while offering lower volatility and only a 57.43 downslide capture ratio. Investors get most of the upside with more downside protection.

GLC’s Canadian Low Volatility fund offers an alternative for investors seeking capital preservation and low volatility, while still needing the long-term growth prospects of equities to meet their future goals.

Investors are reaping the rewards of what this fund is designed to do. This fund offers investors an approach that can mitigate the full effects of sharp market losses, while still allowing them to participate when the market is moving higher. In good markets and in bad, we remain disciplined in our investment process – and we’re seeing those efforts pay off for investors.

Robert Lee, Vice-President, Equities and lead portfolio manager of the Canadian Low Volatility (London Capital) mandate

Visit GLC’s Canadian Low Volatility (London Capital) page to learn more.

Copyright 2020 GLC. You may not reproduce, distribute, or otherwise use any of this article without the prior written consent of GLC Asset Management Group Ltd. (GLC).

This commentary represents GLC’s views at the date of publication, which are subject to change without notice. Furthermore, there can be no assurance that any trends described in this material will continue or that forecasts will occur; economic and market conditions change frequently. This commentary is intended as a general source of information and is not intended to be a solicitation to buy or sell specific investments, nor tax or legal advice. Before making any investment decision, prospective investors should carefully review the relevant offering documents and seek input from their advisor.