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Using our proprietary investment process, we seek strong, absolute returns in all market environments to constantly outperform over time. We adapt to changing markets through hard work and an objective to grow our clients’ wealth. We endeavour to control losses as a core investment style shown by only having one negative year since inception.
Year-to-Date return:
15.7%
3-year annualized return:
6.9%
Annualized return since inception (1999):
10.4%
Cumulative return since April 2009:
183.3%
| YTD | 1 Year | 2 Year | 3 Year | 4 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|---|---|
| S&P/TSX Composite Index | 22.8% | 22.8% | 5.8% | 6.9% | 10.3% | 6.3% | 6.9% |
| Canadian Equity Mandate | 15.7% | 15.7% | 5.2% | 6.9% | 8.7% | 7.6% | 8.8% |
| Balanced Mandate | 14.8% | 14.8% | 4.7% | 5.9% | 8.1% | 6.8% | 8.3% |
| 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|
| S&P/TSX Composite Index | 22.8% | -8.9% | 9.1% | 21.1% | -8.3% | 10.6% | 13.0% |
| Canadian Equity Mandate | 15.7% | -4.3% | 10.4% | 14.0% | 3.7% | 8.0% | 10.3% |
| Balanced Mandate | 14.8% | -4.5% | 8.2% | 15.1% | 1.8% | 6.7% | 12.2% |
| 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|
| S&P/TSX Composite Index | 7.2% | -8.7% | 17.6% | 35.1% | -33.0% | 9.1% | 17.3% |
| Canadian Equity Mandate | 9.9% | 1.1% | 21.1% | 19.4% | -30.4% | 4.4% | 20.9% |
| Balanced Mandate | 10.4% | 0.8% | 19.5% | 17.7% | -27.2% | 5.8% | 20.4% |
| 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|
| S&P/TSX Composite Index | 20.9% | 14.5% | 26.7% | -12.4% | -12.6% | 7.4% |
| Canadian Equity Mandate | 25.2% | 11.8% | 21.4% | 18.3% | 23.6% | 20.7% |
| Balanced Mandate | 20.9% | 10.6% | 20.1% | 10.3% | 14.2% | 16.9% |
Notice: 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 Bloomberg and Wellington-Altus. 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. Wellington-Altus does not guarantee the accuracy or completeness of the information contained herein, nor does Wellington-Altus 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. © 2019, Wellington-Altus Private Wealth Inc.. ALL RIGHTS RESERVED.
The Stuchberry Group is a personal portfolio management platform for affluent Canadians with an exceptional track record. We pride ourselves on our investment performance over a nearly two-decade time frame, and providing five-star service so you can focus on what you enjoy most.
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