Portfolio Performance*

As of November 30th, 2018

(click links for portfolio profile information)

  1 mth.  3 mths.  1 YR 2 YR Since Inception
(%) (%) (%) (%) (%)
Justwealth Global Growth Portfolio 2.30 -4.32 1.50 8.31 9.84
Justwealth Global Conservative Growth Portfolio 0.13 -2.20 -0.18 3.09 4.17
Justwealth Global Moderate Growth Portfolio 0.52 -3.18 0.32 4.41 6.00
Justwealth Global Balanced Growth Portfolio 0.66 -4.07 0.27 5.72 7.50
Justwealth Global High Growth Portfolio 2.01 -3.96 0.55 6.46 8.43
Justwealth Global Maximum Growth Portfolio 2.11 -4.97 0.45 7.41 9.76
Justwealth Global Tax-Efficient Conservative Growth Portfolio -0.36 -3.22 -0.54 3.59 4.67
Justwealth Global Tax-Efficient Moderate Growth Portfolio -0.07 -3.98 0.02 4.91 6.30
Justwealth Global Tax-Efficient Balanced Growth Portfolio 0.42 -4.68 -0.10 5.95 7.54
Justwealth Global Tax-Efficient High Growth Portfolio 1.62 -4.68 0.49 6.91 8.84
Justwealth Global Tax-Efficient Maximum Growth Portfolio 2.31 -4.83 0.80 7.50 9.92
1 mth. 3 mths.  1 YR 2 YR Since Inception
(%) (%) (%) (%) (%)
Justwealth Conservative Income Portfolio -0.31 -1.54 -0.97 1.72 2.74
Justwealth Moderate Income Portfolio -0.15 -2.11 -0.40 2.77 4.15
Justwealth Balanced Income Portfolio 0.72 -1.52 0.71 3.69 5.65
Justwealth High Income Portfolio 0.84 -1.39 0.85 3.95 6.32
Justwealth Maximum Income Portfolio 0.96 -2.00 0.14 4.21 7.62
Justwealth Tax-Efficient Conservative Income Portfolio -1.69 -3.29 -2.20 2.47 3.59
Justwealth Tax-Efficient Moderate Income Portfolio -1.45 -3.81 -2.21 3.10 4.72
Justwealth Tax-Efficient Balanced Income Portfolio -1.05 -3.80 -1.42 4.10 5.82
Justwealth Tax-Efficient High Income Portfolio -0.59 -3.86 -0.84 4.91 6.61
Justwealth Tax-Efficient Maximum Income Portfolio -0.14 -3.70 -0.15 5.47 7.35
1 mth. 3 mths.  1 YR 2 YR Since Inception
(%) (%) (%) (%) (%)
Justwealth U.S. Conservative Growth Portfolio 0.33 -2.04 0.38 4.08 4.52
Justwealth U.S. Moderate Growth Portfolio 0.52 -3.10 0.35 6.11 6.27
Justwealth U.S. Balanced Growth Portfolio 1.26 -3.70 0.06 7.55 7.91
Justwealth U.S. High Growth Portfolio 1.66 -4.51 -0.01 9.41 9.57
Justwealth U.S. Maximum Growth Portfolio 1.86 -5.84 -0.52 10.88 10.80
Justwealth U.S. Conservative Income Portfolio -0.14 -1.42 -1.03 1.76 2.63
Justwealth U.S. Moderate Income Portfolio 0.34 -1.25 -0.14 3.10 3.91
Justwealth U.S. Balanced Income Portfolio 0.88 -0.64 1.13 4.72 5.73
Justwealth U.S. High Income Portfolio 1.00 -0.92 1.07 5.76 6.72
Justwealth U.S. Maximum Income Portfolio 1.12 -1.26 0.86 7.17 7.92

*Rates of return are based on current model portfolio holdings and are for illustrative purposes only. All returns are presented net of the management expense ratios (MERs) of the underlying exchange traded funds (ETFs) but before the deduction of any Justwealth management fees. Rates of return are presented for the time period indicated unless the time period exceeds one year in which case rates of return have been annualized. All returns are expressed in Canadian dollars except for the portfolios under the USD tab which are expressed in U.S. dollars. The inception date for all portfolios is January 5, 2016. Past performance is not a guarantee of future returns.

Have a question? Call us at 1.866.407.JUST