Portfolio Performance*

As of April 30th, 2020

(click links for portfolio profile information)

  1 mth.  3 mths.  1 YR 3 YR Since Inception
(%) (%) (%) (%) (%)
Justwealth Global Conservative Growth Portfolio 7.70 -3.16 1.59 2.58 4.10
Justwealth Global Moderate Growth Portfolio 9.35 -5.53 -0.71 2.57 4.94
Justwealth Global Balanced Growth Portfolio 10.36 -8.25 -3.17 2.41 5.50
Justwealth Global Advanced Growth Portfolio 10.08 -7.87 -2.70 3.12 3.69
Justwealth Global High Growth Portfolio 10.19 -8.66 -3.71 2.96 6.27
Justwealth Global Maximum Growth Portfolio 11.26 -11.08 -6.28 2.42 6.57
Justwealth Low Volatility Equity Portfolio 6.78 -11.60 -4.43 N/A 3.83
Justwealth Global Tax-Efficient Conservative Growth Portfolio 8.42 -4.80 -0.97 1.46 3.58
Justwealth Global Tax-Efficient Moderate Growth Portfolio 9.72 -6.66 -2.46 1.73 4.48
Justwealth Global Tax-Efficient Balanced Growth Portfolio 10.34 -8.09 -3.84 1.81 5.14
Justwealth Global Tax-Efficient High Growth Portfolio 10.86 -8.91 -4.31 2.58 6.23
Justwealth Global Tax-Efficient Maximum Growth Portfolio 11.42 -11.05 -5.82 2.86 7.09
1 mth. 3 mths.  1 YR 3 YR Since Inception
(%) (%) (%) (%) (%)
Justwealth Conservative Income Portfolio 6.63 -2.30 1.25 1.55 2.73
Justwealth Moderate Income Portfolio 7.06 -6.63 -2.54 0.75 2.90
Justwealth Balanced Income Portfolio 8.12 -9.33 -5.57 0.35 3.33
Justwealth High Income Portfolio 8.98 -10.45 -7.59 -0.31 3.50
Justwealth Maximum Income Portfolio 9.33 -14.27 -11.08 -1.38 3.60
Justwealth Tax-Efficient Conservative Income Portfolio 8.15 -5.23 -2.30 -0.06 2.23
Justwealth Tax-Efficient Moderate Income Portfolio 8.55 -8.82 -5.11 -0.66 2.74
Justwealth Tax-Efficient Balanced Income Portfolio 9.22 -11.62 -7.58 -1.03 3.05
Justwealth Tax-Efficient High Income Portfolio 8.88 -14.33 -9.83 -1.35 3.44
Justwealth Tax-Efficient Maximum Income Portfolio 8.79 -16.72 -11.88 -1.69 3.79
1 mth. 3 mths.  1 YR 3 YR Since Inception
(%) (%) (%) (%) (%)
Justwealth U.S. Conservative Growth Portfolio 5.68 -1.59 5.59 4.78 5.28
Justwealth U.S. Moderate Growth Portfolio 7.05 -4.40 2.90 4.84 5.98
Justwealth U.S. Balanced Growth Portfolio 7.96 -6.78 0.06 4.64 6.56
Justwealth U.S. High Growth Portfolio 9.24 -9.43 -2.89 4.45 7.04
Justwealth U.S. Maximum Growth Portfolio 10.58 -13.07 -7.18 3.46 6.82
Justwealth U.S. Conservative Income Portfolio 3.90 -0.94 4.92 3.21 3.72
Justwealth U.S. Moderate Income Portfolio 5.73 -3.37 2.21 3.06 4.05
Justwealth U.S. Balanced Income Portfolio 7.57 -5.78 -1.15 2.83 4.52
Justwealth U.S. High Income Portfolio 8.44 -7.92 -3.71 2.37 4.65
Justwealth U.S. Maximum Income Portfolio 9.14 -10.99 -7.66 1.48 4.53

*Rates of return are calculated using a time-weighted rate of return methodology based on model portfolio holdings, including portfolio changes, and should be considered hypothetical. Actual account performance may vary due to cash flows, differences in holding allocations or other factors. All returns are presented net of ETF management expense ratios and a Justwealth management fee of 0.5%. 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 can be found on the portfolio fact sheet by clicking on the portfolio name. Past performance is not a guarantee of future returns.

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