Investment Performance

We construct our Standard model portfolios based on long-term capital market assumptions for various asset classes. To the extent that our ESG Optimized and Socially Responsible investment strategies then adjust weightings or screen out certain companies entirely, the performance of these strategies is expected to deviate from the performance of our Standard strategy.

Analysis assumes that an investor is assigned to a Risk 6 model portfolio in a retirement account (e.g. RRSP) without any allocation to gold. Performance history for the Socially Responsible model portfolio begins in 2022 since some of the strategy's underlying funds did not exist previously. 2022 YTD performance calculations cover the period from January 1 to June 30.