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 | 7.5 | 4.4 | 4.8 | 4.8 | 6.5 | 7.4 | Jun-94 |
| – Net of Fees | 6.6 | 3.5 | 3.9 | 3.9 | 5.6 | 6.4 | Jun-94 |
| Income Balanced – Gross of Fees | 7.7 | 3.8 | 4.1 | 4.1 | 5.4 | 6.1 | Sep-95 |
| – Net of Fees | 6.6 | 2.7 | 3.0 | 3.1 | 4.4 | 5.1 | Sep-95 |
Composite returns are updated quarterly and are shown in Canadian Dollars. Returns are shown as of June 30, 2024 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 | 13.0 |
6.4 | 7.5 | 5.4 | 5.9 | May-07 |
| Select Shares US Pooled Fund – Net of Fees | 7.8 | 6.0 | 7.0 | 8.6 | 6.3 | May-07 |
Pooled Fund returns are updated monthly and are shown in Canadian Dollars. Returns are shown as of August 31, 2024 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.
GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.