The XYZ Canadian Equity Income fund is classified as a large cap Canadian equity fund.

Vendor: CSI
Product: IFC
Update on: Dec 16, 2025
Questions: 447

CSI IFC Question Answer

The XYZ Canadian Equity Income fund is classified as a large cap Canadian equity fund. Despite overall growth in the Canadian equity markets over the last several years, the fund has underperformed its peer group. What is one possible explanation for the underperformance?

The fund has employed an unusual level of leverage.

The fund has an inappropriate asset category.

The fund has a beta similar to the market.

The fund has an above average Sharpe ratio.