Portfolio Performance*

As of September 30th, 2017

  1 mth.  3 mths.  YTD   1 YR Since Inception
(%) (%) (%) (%) (%)
Justwealth Global Conservative Growth Portfolio

0.06

-0.16 2.96 3.52 5.60
Justwealth Global Moderate Growth Portfolio 0.86 0.30 3.63 5.94 7.75
Justwealth Global Balanced Growth Portfolio 1.56 1.14 5.18 9.02 10.00
Justwealth Global High Growth Portfolio 1.80 1.54 5.76 9.53 10.88
Justwealth Global Maximum Growth Portfolio 2.39 2.17 6.51 11.68 12.75
Justwealth Global Growth Portfolio 2.22 2.36 7.26 12.13 12.19
Justwealth Tax-Efficient Global Conservative Growth Portfolio 0.62 0.16 3.59 5.61 6.53
Justwealth Tax-Efficient Global Moderate Growth Portfolio 1.24 0.63 4.35 7.82 8.38
Justwealth Tax-Efficient Global Balanced Growth Portfolio 1.65 1.12 5.53 9.62 9.98
Justwealth Tax-Efficient Global High Growth Portfolio 1.94 1.48 6.05 10.32 11.26
Justwealth Tax-Efficient Global Maximum Growth Portfolio 2.37 1.78 6.08 11.30 12.59
1 mth. 3 mths.  YTD 1 YR Since Inception
(%) (%) (%) (%) (%)
Justwealth Canadian Conservative Growth Portfolio

0.15

0.08 2.87 3.30 6.04
Justwealth Canadian Moderate Growth Portfolio 0.88 0.89 3.78 5.52 8.42
Justwealth Canadian Balanced Growth Portfolio 1.72 1.57 4.43 7.78 11.10
Justwealth Canadian High Growth Portfolio 2.02 1.86 4.63 8.24 12.18
Justwealth Canadian Maximum Growth Portfolio 2.94 2.58 5.25 10.82 14.89
Justwealth Balanced Growth Portfolio 1.23 1.05 3.64 5.72 9.14
Justwealth Tax-Efficient Canadian Conservative Growth Portfolio 0.65 0.57 3.64 5.31 7.02
Justwealth Tax-Efficient Canadian Moderate Growth Portfolio 1.31 1.04 4.36 7.50 8.95
Justwealth Tax-Efficient Canadian Balanced Growth Portfolio 1.66 1.58 5.49 8.93 11.07
Justwealth Tax-Efficient Canadian High Growth Portfolio 1.99 1.90 5.45 8.96 12.64
Justwealth Tax-Efficient Canadian Maximum Growth Portfolio 2.35 2.24 5.66 9.60 14.19
1 mth. 3 mths.  YTD 1 YR Since Inception
(%) (%) (%) (%) (%)
Justwealth Conservative Income Portfolio

-0.41

-0.50 2.43 1.71 4.37
Justwealth Moderate Income Portfolio -0.13 -0.30 2.74 2.76 6.09
Justwealth Balanced Income Portfolio 0.59 0.04 2.30 3.54 7.59
Justwealth High Income Portfolio 1.11 0.41 2.36 4.68 8.60
Justwealth Maximum Income Portfolio 1.75 1.05 2.91 6.50 11.20
Justwealth Tax-Efficient Conservative Income Portfolio 0.08 0.13 4.48 5.16 6.58
Justwealth Tax-Efficient Moderate Income Portfolio 0.48 0.46 4.84 6.25 8.26
Justwealth Tax-Efficient Balanced Income Portfolio 0.88 0.69 4.97 7.02 9.31
Justwealth Tax-Efficient High Income Portfolio 1.24 1.06 5.34 8.07 10.20
Justwealth Tax-Efficient Maximum Income Portfolio 1.46 1.33 5.31 8.48 10.96
1 mth. 3 mths. YTD 1 YR Since Inception
(%) (%) (%) (%) (%)
Justwealth Capital Preservation Portfolio

-0.50

-0.78 1.32 0.53 2.47
Justwealth Education Target Date 2018 Portfolio -0.15 -0.53 2.16 2.18 4.47
Justwealth Education Target Date 2019 Portfolio -0.01 -0.43 2.40 2.71 5.07
Justwealth Education Target Date 2020 Portfolio 0.14 -0.26 2.59 3.11 5.77
Justwealth Education Target Date 2021 Portfolio 0.36 0.00 2.78 3.65 6.39
Justwealth Education Target Date 2022 Portfolio 0.58 0.22 2.94 4.20 7.09
Justwealth Education Target Date 2023 Portfolio 0.76 0.41 3.15 4.65 7.85
Justwealth Education Target Date 2024 Portfolio 0.90 0.54 3.40 5.18 8.38
Justwealth Education Target Date 2025 Portfolio 1.02 0.63 3.38 5.36 8.59
Justwealth Education Target Date 2026 Portfolio 1.20 0.81 3.48 5.71 9.18
Justwealth Education Target Date 2027 Portfolio 1.42 1.04 3.56 6.21 9.75
Justwealth Education Target Date 2028 Portfolio 1.57 1.24 3.51 6.36 10.17
Justwealth Education Target Date 2029 Portfolio 1.76 1.42 3.74 7.03 10.67
Justwealth Education Target Date 2030 Portfolio 1.83 1.46 3.86 7.38 10.82
Justwealth Education Target Date 2031 Portfolio 1.95 1.61 3.96 7.70 11.18
Justwealth Education Target Date 2032 Portfolio 1.95 1.61 3.96 7.70 11.18
Justwealth Education Target Date 2033 Portfolio 1.95 1.61 3.96 7.70 11.18
Justwealth Education Target Date 2034 Portfolio 1.95 1.61 3.96 7.70 11.18
1 mth. 3 mths.  YTD 1 YR Since Inception
(%) (%) (%) (%) (%)
Justwealth U.S. Conservative Growth Portfolio

0.24

1.55 5.97 5.01 6.83
Justwealth U.S. Moderate Growth Portfolio 0.75 2.38 8.85 8.57 9.33
Justwealth U.S. Balanced Growth Portfolio 1.11 3.29 11.29 11.46 11.92
Justwealth U.S. High Growth Portfolio 1.46 4.20 14.18 14.95 14.33
Justwealth U.S. Maximum Growth Portfolio 2.09 4.94 16.74 18.32 16.33
Justwealth U.S. Conservative Income Portfolio -0.12 0.90 4.09 2.38 5.13
Justwealth U.S. Moderate Income Portfolio 0.23 1.25 4.86 3.43 6.49
Justwealth U.S. Balanced Income Portfolio 0.77 1.83 5.71 5.06 8.51
Justwealth U.S. High Income Portfolio 1.14 2.33 7.17 6.88 10.11
Justwealth U.S. Maximum Income Portfolio 1.73 3.10 9.33 9.83 12.19

*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.

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