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.
Performance
Investment Objectives
Annualized Performance
Net of fees, as at March 31st, 2019
1-year annualized return: 4.8%
3-year annualized return: 11.2%
Annualized return since inception (1999): 10.7%
Cumulative return since April 2009: 170.2%
| YTD | 1 Year | 2 Year | 3 Year | 4 Year | 5 Year | 10 Year | |
| Canadian Equity Mandate | 10.4% | 4.8% | 5.4% | 11.2% | 7.5% | 7.1% | 10.5% |
| Balanced Mandate | 10.1% | 4.4% | 4.6% | 10.5% | 6.9% | 6.3% | 9.6% |
| S&P/TSX Composite Index | 13.3% | 8.1% | 4.8% | 9.3% | 5.1% | 5.4% | 9.5% |
Cumulative returns since 1999
Based on initial investment of $1MM
Returns, Year by year
Net of fees
| 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
| CE Mandate | -4.3% | 10.4% | 14.0% | 3.7% | 8.0% | 10.3% | 9.9% |
| Balanced Mandate | -4.5% | 8.2% | 15.1% | 1.8% | 6.7% | 12.2% | 10.4% |
| S&P/TSX Composite Index | -8.9% | 9.1% | 21.1% | -8.3% | 10.6% | 13.0% | 7.2% |
| 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
| CE Mandate | 1.1% | 21.1% | 19.4% | -30.4% | 4.4% | 20.9% |
| Balanced Mandate | 0.8% | 19.5% | 17.7% | -27.2% | 5.8% | 20.4% |
| S&P/TSX Composite Index | -8.7% | 17.6% | 35.1% | -33.0% | 9.1% | 17.3% |
| 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
| CE 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 | 24.1% | 14.5% | 26.7% | -12.4% | -12.6% | 7.4% |
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.