Long-term investors
*As at December 31, 2020.
**As at December 31, 2020. Source: CIBC Mellon. Average EdgePoint investor returns are the average money-weighted returns net of fees across investors who held at least one EdgePoint account for the 10 years between December 31, 2009 and December 31, 2020. 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 10-year return excludes investor account transfers and switches.
20,800*
investors across Canada have been invested in an EdgePoint Portfolio for 10 years or more.
Their average annualized return over 10 years:
9.21%**
These investors benefit from our 10-year Partner Program that rewards long-term focus with a fee discount.
Congratulations to this distinguished group of investors! You have achieved the most challenging feat in investing — taking a long-term view.
Here’s your chance to buy some EdgePoint swag
Don’t worry, the money goes to a good cause: lowering our investors’ fees!
Find out more
Enough to buy 17.3 million Burger King Whoppers* and support a business in EdgePoint Portfolios.
We prefer to partner with
like-minded people – who doesn’t?
To that end, we figured we’d
highlight what you might not like
about us as well as what you might
like. It’s an easy way for you to
decide if we’re right for each other.