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Investment results

Cymbria

Class A share aNAV
As at December 02, 2021

$61.46

Class J share aNAV

As Cymbria is a taxable Canadian corporation, the aNAV is shown net of current income taxes. The aNAV, however, does not include potential future taxes associated with unrealized capital gains. Previously NAV, aNAV represents the fair value of net assets of Cymbria, which differs from IFRS shareholders’ equity in that it excludes deferred taxes.

Long-term investors

*As at September 30, 2021.

** Qualifying Portfolios are limited to EdgePoint Canadian Portfolio, EdgePoint Canadian Growth & Income Portfolio, EdgePoint Global Portfolio, EdgePoint Global Growth & Income Portfolio and EdgePoint Monthly Income Portfolio . Qualifying series are limited to A, A(N), F,F(N), along with their respective T4/T6 versions.

***As at September 30, 2021. Source: CIBC Mellon. Average since inception return of EdgePoint investor accounts with a minimum 10-year holding period. EdgePoint Portfolio returns are time-weighted to best reflect the manager’s performance based on compound growth rate, which isn’t impacted by portfolio cash flows. Money-weighted average investor return takes into account the investor’s decision(s) regarding the timing and magnitude of cash flows and represents their personal rate of return. Average EdgePoint investor since inception return excludes investor account transfers and switches.

38,418^*
investor accounts across Canada benefiting from the 10-year Partner Program that rewards long-term focus with a fee discount.**

The average since inception return of EdgePoint investor accounts with a minimum 10-year holding period:
10.31%^***

Congratulations to this distinguished group of investors! You have achieved the most challenging feat in investing — taking a long-term view.

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Fee savings with us

Source: Strategic Insight, Morningstar Direct. Category average MERs of actively managed series F funds in the following categories: Global Equity Category, Canadian Equity and Canadian Focused Equity Category, Global Equity Balanced, Global Neutral Balanced and Global Fixed Income Balanced Category, Canadian Equity Balanced, Canadian Neutral Balanced and Canadian Fixed Income Balanced Category. Series F is available to investors in fee-based/advisory fee arrangement and excludes trailing commissions. EdgePoint Portfolio MERs as at December 31, 2020. Annual savings calculated using an average of monthly assets under management for Series A and A non-HST for years 2009 to 2017 and series F and F non-HST for years 2018 to 2020. Due to the shift in assets towards fee based, we believe comparing using Series F and F non-HST MERs starting in 2018 is more relevant. Strategic Insight used for category averages from years 2009 to 2017. Morningstar Direct used from year 2018 and onward. Fee savings are an approximation.

Enough to buy 17.3 million Burger King Whoppers* and support a business in EdgePoint Portfolios.

*Average price of C$6.49 for a Burger King Whopper meal as at December 31, 2020.

Enough to buy 17.3 million Burger King Whoppers* and support a business in EdgePoint Portfolios.

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