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Buying us for our performance? We don’t pay attention to short-term numbers and neither should you.
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Investment results

Cymbria

Class A share aNAV
As at January 15, 2021

$53.38

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.

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Long-term investors

*As at December 31, 2019.

**As at December 31, 2019. 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, 2019. 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.

12,135^*
investors across Canada have been invested in an EdgePoint Portfolio for 10 years or more.

Their average annualized return over 10 years:
10.61%^**

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.

Fee savings with us

Source: Category average MERs provided by Strategic Insight as at calendar year-ends 2009 to 2017. Category average MERs for 2018 to 2019 provided by Morningstar Direct. Categories used: Canadian Equity, Canadian Focused Equity, Canadian Equity Balanced, Canadian Neutral Balanced, Canadian Fixed Income Balanced, Global Equity, Global Equity Balanced, Global Fixed Income Balanced and Global Neutral Balanced. 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 2019. Series F is available to investors in fee-based/advisory fee arrangement and excludes trailing commissions. Due to the shift in assets toward fee based, we believe comparing F series MERs going forward is more relevant. MERs since inception to end-of-year 2008 not included. EdgePoint Portfolio and category average MERs as at December 31, 2019.

Enough to buy 15.5 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, 2019.