Fundamental Index Performance

On the left hand side you will see links for five equity mandates:

1. Canadian Equities
2. US Equities
3. Global Equities (ex-US)
4. Emerging Markets Equities
5. Hong Kong China Equities

Each section will provide a back-tested comparison of the Fundamental Index versus the Market Capitalization Weighted Index versus the Morningstar Equity Mutual Fund Average Index.

Fundamental Indexation has outperformed both strategies in every single mandate.

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