Systematic Investment Strategies For
Advanced Global Asset Allocation

RESOLVE ADAPTIVE ASSET ALLOCATION:

8% VOLATILITY (CAD)

“It’s not the strongest of species that thrives, nor the most intelligent. It is the one that is most adaptable to change.”

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RESOLVE ADAPTIVE ASSET ALLOCATION: 8% VOLATILITY (CAD)

Note: This strategy is closed to new investment.

MONTHLY PERFORMANCE RETURNS

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	YTD
2023	3.90%	-2.65%											1.14%
2022	-3.12%	0.53%	1.84%	-3.48%	-1.68%	-4.08%	1.26%	-2.63%	-3.33%	0.62%	3.77%	-1.89%	-11.83%
2021	-0.83%	0.54%	-0.60%	1.90%	0.92%	2.41%	2.09%	1.74%	-2.79%	2.31%	0.00%	3.09%	11.17%
2020	1.50%	-2.70%	-0.90%	0.21%	1.14%	0.72%	3.44%	-1.28%	-0.68%	-2.13%	2.77%	1.73%	3.68%
2019	-1.63%	-0.75%	3.67%	-0.32%	0.79%	-1.12%	0.37%	4.15%	-1.51%	0.01%	-0.56%	0.70%	3.67%
2018	2.21%	-2.28%	1.21%	0.53%	0.46%	0.01%	-0.93%	1.33%	-1.21%	-5.49%	1.30%	3.29%	0.13%
2017	-0.17%	2.11%	0.26%	3.44%	0.76%	-2.44%	-0.12%	0.59%	-0.09%	2.60%	1.65%	0.33%	9.15%
2016	2.64%	-2.29%	-2.24%	-1.48%	-0.88%	2.29%	2.13%	-1.91%	-0.09%	-0.77%	0.14%	1.22%	-1.41%
2015	10.88%	-2.10%	0.46%	-3.78%	1.90%	-1.79%	5.42%	-2.51%	1.56%	-1.41%	0.54%	2.44%	11.29%
2014	3.89%	1.47%	-1.29%	0.38%	1.18%	-0.12%	0.81%	1.48%	-2.29%	0.33%	3.03%	2.59%	11.90%
2013	1.15%	2.89%	1.08%	0.93%	-0.20%	0.31%	0.55%	0.20%	-2.52%	3.73%	1.05%	0.16%	9.60%
2012					3.95%	-0.53%	1.57%	-2.12%	1.05%	0.02%	-0.65%	-0.28%	2.93%

PERFORMANCE STATISTICS

TIME PERIOD	RETURN
1 Month	-2.65%
3 Months	-0.77%
6 Months	0.17%
1 Year	-8.44%
3 Year	1.35%
5 Year	1.33%
Annualized Return (Since Inception)	4.51%
Total Return	61.28%
YTD	1.14%

RISK METRICS

MEASURES	STRATEGY
Annual Standard Deviation	7.64%
Sharpe Ratio	0.62
Max Drawdown	-13.93%

Systematic Investment Strategies For
Advanced Global Asset Allocation

Disclaimer:

The performance data above represents the composite results of all portfolios following the ReSolve Global Adaptive Asset Allocation 8% CAD strategy. Actual performance for client accounts may vary. Performance data prior to September 2015 reflects the performance of accounts managed by Dundee Securities Ltd., which used the same investment decision makers, processes, objectives, and strategies as ReSolve has used since. Records that document and support this past performance are available upon request. Performance is expressed in CAD, net of a management fee of 0.95% annualized. Indicated returns of one year or more are annualized. Past performance is not indicative of future performance.

RESOLVE ADAPTIVE ASSET ALLOCATION:

RESOLVE ADAPTIVE ASSET ALLOCATION: 8% VOLATILITY (CAD)

Note: This strategy is closed to new investment.

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