Composite Performance Summary
|Composites||1 Yr||3 Yr||5 Yr||10 Yr||15 Yr||Since|
|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
|Canadian Value Pooled Fund – Net of Fees||-2.7||14.5||6.2||6.1||5.7||May-07|
|Select Shares US Pooled Fund – Net of Fees||3.6
Pooled Fund returns are updated monthly and are shown in Canadian Dollars. Returns are shown as of March 31, 2023 and are annualized for periods greater than 1 year.
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