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 March 31st, 2019

Year-to-Date return: 10.1%

3-year annualized return: 11.1%

Annualized return since inception (1999): 9.5%

Cumulative return since April 2009: 170.2% 

YTD 1 Year 2 Year 3 Year 4 Year 5 Year 10 Year
Canadian Equity Mandate 10.1% 0.1% 5.0% 11.1% 7.4% 6.2% 9.5%
Balanced Mandate 10.1% 0.2% 4.4% 10.4% 6.8% 5.4% 9.0%
S&P/TSX Composite Index 16.2% 3.8% 7.1% 8.4% 6.2% 4.7% 7.8%

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.