Alignvest Strategic Partners Fund Quarterly Report

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We are pleased to highlight the first quarter 2020 report for Alignvest Strategic Partners Fund. The Q1 update discusses performance over the past quarter and their thoughts going forward. As referenced, the estimate for April 2020 performance is 5.3% bringing the year-to-date performance of the Fund to -8.6%.

Additional information on the Alignvest Strategic Partners Fund can also be found on their website.


Q1 2020 ASPF Report


Alignvest Student Housing – Announcement and Update

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Please see the latest addition to the Alignvest Student Housing team. We are very happy to have Nancy Lockhart join the board.
Management has also provided some very relevant information on the performance of the REIT in two additional Flash Reports. Please see below.

We are pleased to announce that Nancy Lockhart has been appointed as a Trustee of Alignvest Student Housing REIT, effective immediately.

Ms. Lockhart is a director of George Weston Limited, Choice Properties REIT and Atrium Mortgage Investment Corporation. Previously, Ms. Lockhart was the Chair of Gluskin Sheff + Associates, Inc., and a director of Loblaw Companies Limited, Canada Deposit Insurance Corporation, Retirement Residence REIT and Barrick Gold Corporation. Additionally, Ms. Lockhart was formerly the Chief Administrative Officer of Frum Development Group and a Vice President of Shoppers Drug Mart Corporation. Currently, she is the Chair Emeritus of Crow’s Theatre Company and Director of The Royal Conservatory of Music, and was previously Chair of the Ontario Science Centre, President of the Canadian Club of Toronto, Chair of the Canadian Film Centre, Director of the Centre for Addiction and Mental Health Foundation and Director of The Canada Merit Scholarship Foundation. Ms. Lockhart was awarded the Order of Ontario in 2006.



Below is a link to the press release
Press Release


In addition to the exciting announcement regarding Ms. Lockhart’s appointment, Alignvest Student Housing remains committed to being transparent during these uncertain times. We have been, and will continue to, release periodic “Flash Reports” on our website for the duration of the COVID-19 pandemic. Please let us know if you have any questions or would like to address specific issues in our upcoming reports.
Flash Report #2


Flash Report #3

Alignvest Strategic Partners Fund Quarterly Report

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Dear Investors,
We are pleased to send you our fourth quarter 2018 report for Alignvest Strategic Partners Fund.  The Q4 update discusses performance over the past quarter and our thoughts going forward.  Moreover, it includes a snapshot of the portfolio holdings as of the start of 2019.

Q4 2018 Performance

  • Alignvest Strategic Partners Fund was down 4.65% (Class F, net of fees) during Q4 2018 and ended 2018 down 2.53% in what turned out to be a volatile year for world markets.  Performance was within expectations given our 45% weight to global equities which was mitigated by several of the portfolio’s alternative assets and strategies that performed well (including some gains in December).

Please click below to view our Q4 2018 performance report as well as the Fund Brochure.

Additional information and a product video for Alignvest Strategic Partners Fund can be found on our site as well.

As always, please feel free to contact our team to discuss the Fund in greater detail.