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 2.3 4.6 4.8 6.0 6.1 7.6 Jun-94
   – Net of Fees 1.4 3.7 3.9 5.1 5.2 6.6 Jun-94
Income Balanced  – Gross of Fees 1.1 3.3 3.9 4.7 5.2 6.2 Sep-95
  – Net of Fees 0.0 2.3 2.9 3.7 4.1 5.3 Sep-95

Composite returns are updated quarterly and are shown in Canadian Dollars. Returns are shown as of December 31, 2022 and are annualized for periods greater than 1 year.

Pooled Fund Performance Summary

Pooled Funds 1 Yr 3 Yr 5 Yr 10 Yr Since
Inception
 Inception
Date
Canadian Value Pooled Fund    – Net of Fees 4.4 7.9 6.6 6.4 5.9 May-07
Select Shares US Pooled Fund – Net of Fees 10.3 8.9 8.8 12.1 6.7 May-07

Pooled Fund returns are updated monthly and are shown in Canadian Dollars. Returns are shown as of January 31, 2023 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 Skyelar Siwak at (403) 205-3533.

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