Performance

Long term performance is often paramount when investing. Morguard’s management and advisory services team has shown consistent performance in this regard, a record matched by few others.

Morguard’s management and advisory services team has outperformed every major benchmark over the long term.

The most recognized benchmarks for direct real estate investment performance in Canada over the long term has been Russell Canadian Property Index (RCPI)/Realpac/IPD Canadian Property Index, which represent more than C$98 billion in institutional quality real estate assets. Morguard, was a charter participant in the RCPI (1985–2002) and participant in the Investment Property Databank (IPD) Canadian Property Index, which superseded it in 2003.

Morguard’s investment returns for assets under management for third party clients, as measured through the Morguard Property Index (MPI), have outperformed the RCPI/IPD benchmark over the long term. Moreover, Morguard’s performance has been consistently superior on a risk-adjusted basis (based on the Sharpe Ratio), given historically low levels of volatility when compared with those of the sector. In fact, Morguard risk-adjusted returns since inception (1985) have outperformed the IPD Index and other major asset classes as demonstrated in the chart below.

 


 To learn more about Morguard’s management and advisory services, visit Investment Services.  
 

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