Seeks to create wealth through the investment in companies that provide high-quality sustainable earnings growth The i³ Investments solutions are […]
Seeks to create wealth through the investment in global REITS and real estate equities
The i³ Investments solutions are focused on delivering risk-adjusted returns and providing investors with building blocks to create sophisticated multi-asset portfolios.
Fusing artificial intelligence (ai), human intelligence (hi) and innovation (i), the i³ Investments team provides a modern approach to portfolio construction.
ai * hi * i = α opportunities
Expand Your Reach
Investors tend to focus on traditional sources of return like equities and fixed income, to achieve portfolio diversification and meet income needs. Real Assets, an asset class that includes real estate, is highly sought after by institutions and pension funds as a strong diversifier of returns and source of steady income. With a focus on equities with high quality sustainable dividend growth, the i³ Investments process aims to provide investors with defensive exposure to high- quality growth companies while helping to avoid more vulnerable areas of the real estate sector, such as retail.
24%: The percentage of Canada Pension Plan Investment Board’s portfolio comprised of Real Assets at the end of fiscal 2020, of which 11.3% of the total portfolio consisted of real estate assets.1
8.9%: The annualized total return of global REITs from December 31, 2002 through December 31, 2019, outperforming broad equity markets over the same period.2
~50%: The percentage of the Guardian i3 Global REIT ETF with exposure to the structural growth themes of Specialized and Industrial REITs, which include cellular networks, data storage and e-commerce.
Answering the Challenge
Investment Intelligence Evolved. The i³ Investments approach focuses on delivering differentiated alpha and diversification, seeks to enhance investment outcomes.
Guardian i³ Global REIT ETF provides exposure to global REITs and global real estate operating companies (REOCs) with lower correlation to traditional markets and sustainable dividend yields. Dividend growth and dividend quality is a primary factor in selecting strategy holdings. AI supports the managers’ investment ideas, in the construction of a well diversified portfolio, normally holding 30-70 REITs and stocks of real estate operating companies, and typically across a minimum of both six sub-industries and six countries at any given time.
GPS (Growth, Payout, Sustainability) are the hallmarks of the Guardian i3 Global REIT ETF strategy. The i³ Investments team look for securities within two dividend classes: payers and growers. Their investment philosophy is that dividend Growth is a significant factor for long-term returns, and is dependent on consistent earnings growth. A quality Payout reduces volatility in share price movements, while robust global companies emphasize Sustainable cash flow growth resulting in a low probability of a dividend cut.
Access the Solution
Guardian i³ Global REIT ETF
Exposure to global REITs and real estate equities with lower correlation to traditional markets and sustainable dividend yields.
Ticker: GIGR (Hedged) | GIGR.B (Unhedged)
Management Fee: 0.70%
Using Minds and Machines to Generate Alpha Opportunities
Guardian’s i³ Investments team are innovative and adaptive active managers, striving to deliver sustainable returns to investors. Their process, developed over many years and market cycles, evolved from straightforward quantitative factor driven analysis into today’s innovative world of AI machine learning techniques. The lead portfolio managers are:
1 CPPIB Annual Report 2020
2 Starlight Capital, The Case for Global Real Estate, January 2020
3 Based on the ETF’s portfolio holdings as at Sept 30, 2020
Please read the prospectus before investing. Important information about the Guardian Capital exchange traded fund (“ETF”) is contained in its prospectus. Commissions, trailing commissions, management fees and expenses all may be associated with investments in ETFs. You will usually pay brokerage fees to your dealer if you purchase or sell units of an ETF on the Toronto Stock Exchange (“TSX”). If the units are purchased or sold on the TSX, investors may pay more than the current net asset value when buying units of the ETF and may receive less than the current net asset value when selling them. The indicated rate(s) of return is/are the historical annual compounded total return(s) including changes in unit value and reinvestment of all distributions and does/do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. ETFs are not guaranteed, their values change frequently and past performance may not be repeated. This document is intended as a general source of information. It is not intended to provide specific individual advice including, without limitation, investment, financial, legal, accounting or tax, and should not be relied upon in that regard. Individuals should seek the advice of professionals, as appropriate, regarding any particular investment. Every effort has been made to ensure that the information contained in this document is accurate at the time of publication, but is subject to change at any time, without notice, and Guardian is under no obligation to update the information contained herein. Certain information contained in this document has been obtained from external sources which Guardian believes to be reliable, however we cannot guarantee its accuracy. Guardian Capital LP is the manager of the Guardian Capital ETFs and is a wholly-owned subsidiary of Guardian Capital Group Limited, a publicly traded firm, the shares of which are listed on the Toronto Stock Exchange. For further information on Guardian Capital LP and its affiliates, please visit www.guardiancapital.com