Cash Stewardship Model
A portfolio of bonds, alternatives, and cash equivalents providing a low risk alternative to GICs and savings accounts.
Investment Objective
To provide conservative growth and income above the most competitive GIC rates with little-to-no volatility.
Investor Profile
This Portfolio is suitable for investors looking for:
- An active approach to cash management.
- Maximum returns with low-to-no risk.
- A medium-term cash alternative.
- Tax effective growth and income.
Performance
| Jan | Feb | Mar | Apr | May | June | July | Aug | Sept | Oct | Nov | Dec | Year | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | 0.80% | 0.22% | -2.29% | 1.48% | 0.83% | 1.83% | 0.55% | - | - | - | - | - | 3.45% |
| 2019 | 0.39% | 0.26% | 0.47% | 0.35% | 0.25% | 0.19% | 0.34% | 0.42% | 0.15% | 0.22% | 0.34% | 0.28% | 3.78% |
| 20181 | - | - | - | - | - | - | 0.09% | 0.28% | 0.21% | -0.10% | 0.29% | 0.11% | 0.92% |
Growth of $500,000
To Learn More or to Receive an Objective Risk Review of Your Portfolio
This Performance Review is prepared for general informational purposes only, without reference to the investment objectives, financial profile, or risk tolerance of any specific person or entity who may receive it. The source of all data is www.siacharts.com and Wellington-Altus Private Wealth (“WAPW”). Statements regarding future performance may not be realized and past performance is not a guarantee of future performance. This Performance Review does not constitute a recommendation or solicitation to buy or sell securities of any kind. WAPWs does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. The information and opinions contained herein are subject to change without notice. This is not an official statement from WAPW. Please refer to your official statement for your specific performance numbers as deposits and withdrawals during the period can impact performance numbers. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
