Performance
PERFORMANCE SUMMARY
Composite Performance Summary
| Composites | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since Inception |
Inception Date |
| Core Balanced – Gross of Fees | 13.2 | 8.4 | 8.5 | 6.9 | 6.3 | 7.7 | Jun-94 |
| – Net of Fees | 12.4 | 7.5 | 7.6 | 6.0 | 5.4 | 6.7 | Jun-94 |
| Income Balanced – Gross of Fees | 11.3 | 7.8 | 7.1 | 5.9 | 5.4 | 6.4 | Sep-95 |
| – Net of Fees | 10.1 | 6.7 | 5.9 | 4.8 | 4.3 | 5.4 | Sep-95 |
Composite returns are shown in Canadian Dollars. Returns are as of December 31, 2025 and are annualized for periods greater than 1 year.
Pooled Fund Performance Summary
| Pooled Funds | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr |
| Canadian Value Pooled Fund | 12.8 | 10.7 | 11.6 | 9.2 | 6.9 |
| Select Shares US Pooled Fund | 14.9 | 5.7 | 10.2 | 8.1 | 10.0 |
Pooled Fund returns are shown in Canadian Dollars. Returns are as of December 31, 2025 and are annualized for periods greater than 1 year.
Hemisphere Capital Management Inc. claims compliance with the Global Investment Performance Standards (GIPS®). Click here to learn more about GIPS® or for composite performance data in accordance with GIPS® presentation requirements. To obtain a GIPS® Composite Report, please contact us at (403) 205-3533.
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*Past performance does not guarantee future results.