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