Investment results


To illustrate the value we add to our client portfolio’s we took the performance from nine accounts from different asset levels that were fully on our balanced portfolio for the 5 years ended June 30th, 2016. The results show the consistency of outperformance that clients of all asset sizes receive. Below we have indexed the rates of returns this sample of clients have received, as well as the benchmark, to $1,000,000 and displayed it graphically.
 

         
As of June 30th, 2016 Assets under management 1 Year Return 3 Year Return 5 Year Return
Sample Client 1 $ 2,684,370.37 0.87% 7.92% 7.56%
Sample Client 2 $ 2,192,883.82 1.89% 7.78% 7.43%
Sample Client 3 $ 2,014,503.04 2.11% 8.31% 7.46%
Sample Client 4 $ 1,286,783.56 0.78% 7.66% 7.63%
Sample Client 5 $ 1,107,579.79 3.21% 8.66% 8.07%
Sample Client 6 $ 1,032,259.55 1.38% 8.72% 8.22%
Sample Client 7 $ 540,529.45 0.20% 7.47% 7.87%
Sample Client 8 $ 493,289.59 2.81% 9.51% 9.14%
Sample Client 9 $ 428,498.99 2.73% 8.05% 7.09%
         
Benchmark**   2.03% 7.30% 4.74%
         

*Returns are shown gross of management fee

**Benchmark is 60% TSX Composite and 40% FTSE TMX Universe Bond Index