Meticulously Crafted to Beat (or hedge) the Market
If you're looking to optimize your time spent on asset gathering or if you're dissatisfied with your current third-party money managers, iQUANT has the solution for you. Our platform offers Investment Professionals exclusive access to robust data-driven investment models. Designed to streamline your investment process, our models are tailored to meet your unique needs and objectives. Join our community of Investment Professionals today and unlock the potential for enhanced performance and client satisfaction.
Click the model name (first column) to learn more about each model and to download a model fact-card with more salient information.
Time periods greater than 1 year are annualized. Returns as of January 31, 2024. All models reconstitute Feb, May, Aug, Nov.
| Model Name (click the name) | YTD | 1 Month | 12 Month | 3 Year | 5 Year | 10 Year | 20 Year | Yield | Security Type | Objective |
|---|---|---|---|---|---|---|---|---|---|---|
| iQ CA All Assets Hedge | -0.76 | -0.76 | -1.26 | 3.53 | 7.10 | 7.69 | 10.08 | N.A | Stock/ETF | Hedge |
| iQ CA All Cap Equity | 1.48 | 1.48 | -2.69 | 7.54 | 11.61 | 14.86 | 14.80 | 2.90 | Stock | Growth |
| iQ CA All Cap High Yield | 0.58 | 0.58 | 1.72 | 6.61 | 5.00 | 6.08 | 9.95 | 5.23 | Stock | Growth & Income |
| iQ CA All Cap Share Buyback | 2.98 | 2.98 | 11.99 | 11.93 | 9.23 | 12.47 | 13.05 | 2.54 | Stock | Growth |
| iQ CA Cyclical Super Sector | 1.46 | 1.46 | 10.41 | 8.02 | 13.49 | 14.14 | 12.25 | 2.41 | Stock | Growth |
| iQ CA Defensive Super Sector | -1.36 | -1.36 | -4.18 | 7.26 | 7.26 | 8.65 | 9.74 | 3.42 | Stock | Growth |
| iQ CA ETF High Dividend | 2.61 | 2.61 | 3.33 | 7.18 | 6.54 | 7.06 | 8.91 | 14.75 | ETF | Growth & Income |
| iQ CA ETF Momentum | -5.54 | -5.54 | 4.57 | 10.22 | 15.94 | 12.63 | 12.72 | 3.06 | ETF | Growth |
| iQ CA ETF Sector Rotation | 0.69 | 0.69 | -4.63 | 7.91 | 12.04 | 8.34 | 9.81 | 2.54 | ETF | Growth |
| iQ CA Large Cap Equity | 4.69 | 4.69 | 19.65 | 19.68 | 17.14 | 15.33 | 13.42 | 2.24 | Stock | Growth |
| iQ CA Sensitive Super Sector | 7.79 | 7.79 | 16.62 | 14.92 | 16.87 | 14.20 | 15.14 | 3.25 | Stock | Growth |
All Canadian models reconstitute February, May, August & November.
Even the best investment strategy will under-perform at some point. To optimize your potential for success, combine low-correlated iQUANT.ca models.
*HISTORICAL MODEL PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. THE RETURNS PRESENTED REPRESENT SIMULATED MODEL RETURNS WHICH ARE HYPOTHETICAL, MEANING THEY DO NOT REPRESENT ACTUAL TRADING, AND, THUS, MAY NOT REFLECT MATERIAL ECONOMIC AND MARKET FACTORS, SUCH AS LIQUIDITY CONSTRAINTS, THAT MAY HAVE HAD AN IMPACT ON ACTUAL DECISION MAKING. THE HYPOTHETICAL PERFORMANCE REFLECTS THE RETROACTIVE APPLICATION OF THE MODEL WITH THE FULL BENEFIT OF HINDSIGHT. Actual performance may result in lower or higher returns than the hypothetical Model performance presented. If actual portfolios had been managed, there can be no guarantee such portfolios would have achieved results similar to those portrayed. Model returns reflect a 0.50% annual trading expense on total portfolio value – which may be higher or lower than actual trading costs. Actual performance will vary from that of investing in the Model because it may not be fully invested at all times. Hypothetical model returns in certain years were significantly higher than the returns of the S&P/TSX Index. It is important to note that models may underperform in certain years and may produce negative results. Investments in models should be made with an understanding of the risks involved with owning common stocks, such as an economic recession and the possible deterioration of either the financial condition of the issuers of the equity securities or the general condition of the stock market. The value of the securities selected by the Model may be subject to steep declines or increased volatility or perception of the issuers.