Performance

Investment Objectives

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.

Annualized Performance

Net of fees, as at Sept. 30, 2020

Year-to-Date return:
6.4%

3-year annualized return:
6.7%

Annualized return since inception (1999):
10.8%

Cumulative return since inception:
675.9%

  YTD 1 Year 2 Year 3 Year 4 Year 5 Year 10 Year
Canadian Equity Mandate 6.4% 10.7% 5.7% 6.7% 9.5% 8.2% 10.8%
Balanced Mandate 4.8% 9.2% 4.5% 5.5% 8.4% 7.6% 9.4%
S&P/TSX Composite Index -4.0% -1.0% 2.9% 3.9% 6.9% 5.7% 6.0%

Cumulative returns since 1999

Based on initial investment of $1MM

Returns, Year by year

Net of fees

  2019 2018 2017 2016 2015 2014 2013
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%
S&P/TSX Composite Index 22.8% -8.9% 9.1% 21.1% -8.3% 10.6% 13.0%
  2012 2011 2010 2009 2008 2007 2006
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%
S&P/TSX Composite Index 7.2% -8.7% 17.6% 35.1% -33.0% 9.1% 17.3%
  2005 2004 2003 2002 2001 2000
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%
S&P/TSX Composite Index 20.9% 14.5% 26.7% -12.4% -12.6% 7.4%

The Performance Review (“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.bloomberg.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 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. Performance numbers noted in the review, that are prior to October 2017 cannot be verified as the account(s) were held at another Dealer Member. 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.