While a lot has changed over that time, our investment approach and commitment to compounding our clients’ wealth remain the same. We’re looking forward to the next 15 years helping our partners reach their Point B.
Performance as at February 28, 2025. Annualized total returns, net of fees (excluding advisory fees), in C$.
EdgePoint Global Portfolio, Series A – YTD: 5.91%, 1-year: 10.60%, 3-year: 8.66%, 5-year: 9.15%, 10-year: 7.59%, 15-year: 10.64%, Since inception (Nov. 17, 2008): 12.19%. EdgePoint Global Portfolio, Series F – YTD: 6.10%, 1-year: 11.86%, 3-year: 9.90%, 5-year: 10.40%, 10-year: 8.82%, 15-year: 11.91%, Since EdgePoint inception (Nov. 17, 2008): 13.62%. EdgePoint Canadian Portfolio, Series F – YTD: 1.62%, 1-year: 18.55%, 3-year: 16.67%, 5-year: 18.56%, 10-year: 11.31%, 15-year: 11.27%, Since EdgePoint inception (Nov. 17, 2008): 13.95%. EdgePoint Global Growth & Income Portfolio, Series F – YTD: 3.91%, 1-year: 10.25%, 3-year: 8.71%, 5-year: 8.93%, 10-year: 7.63%, 15-year: 10.04%, Since EdgePoint inception (Nov. 17, 2008): 11.39%. EdgePoint Canadian Growth & Income Portfolio, Series F – YTD: 1.99%, 1-year: 15.05%, 3-year: 12.36%, 5-year: 13.91%, 10-year: 9.18%, 15-year: 9.57%, Since EdgePoint inception (Nov. 17, 2008): 11.63%.
Morningstar Inc. percentile information:
Source: Morningstar Research Inc. Morningstar percentiles divide return data on a monthly basis into one hundred equal sections by fund peer group and return period. The percentile are ranked, with the top 1% being in the first percentile, the next 1% being the second percentile, etc. The quartiles are ranked, with the top 25% being in the first quartile, next 25% in the second, etc.
The Global Equity peer group consists of funds that invest in securities domiciled anywhere around the world with an average market capitalization greater than the small/mid-cap level. These funds must invest between 10% and 90% of equity holdings in Canadian or U.S. companies. Funds without strict investment restrictions and don’t qualify for other geographic categories are assigned to this category.
The Canadian Equity peer group consists of funds that predominantly invest in securities domiciled in Canada with an average market capitalization greater than the Canadian small/mid-cap level. These funds must invest at least 90% of equity holdings in Canadian.
The Global Equity Balanced peer group consists of funds that invest a maximum of 70% of total assets in a combination of securities domiciled in Canada and Canadian dollar-denominated fixed-income securities. These funds must invest at least 60% but no more than 90% of total assets in equities.
The Canadian Equity Balanced peer group consists of funds that must invest a minimum of 70% of total assets in a combination of securities domiciled in Canada and Canadian dollar-denominated fixed-income securities. These funds must invest at least 60% but no more than 90% of total assets in equities.
As at February 28, 2025. Annualized total returns, net of fees (excluding advisory fees), in C$.
| Portfolio | YTD | 1-year return | 3-year return* | 5-year return* | 10-year return* | 15-year return* |
|---|
Total return (Number of the funds) by category
| Column - 10-year period | Global Equity | Canadian Equity | Global Equity Balanced | Canadian Equity Balanced |
|---|