The Safety Private Investment Portfolio is a hybrid portfolio combining exchange-traded funds (ETFs) and private pooled funds managed by Nicola Wealth Management (NWM). More information on these unique private pools is available on NWM's website.
Illustrated rate of return is 22.58% cumulatively since inception on August 19, 2014. If you invested $100,000 on August 19, 2014 it would be worth $122,579 on December 31, 2018. This performance is an illustration of the portfolio's current investment mix, going back to inception, being rebalanced daily and denominated in Canadian dollars. Source MorningStar Direct (or WealthBar).
|Period||Cumulative Returns||Annualized Returns|
* Cumulative return since inception to 2014 year end.
|Trailing 12 Month Yield|
Your portfolio is invested in the following assets:
|Blended Fixed Income||10.0%|
Your portfolio is invested in the following ETFs and pooled funds:
|NWM Core Portfolio (Factsheet)||NWM254||50.0%|
|NWM Primary Mortgage Fund (Factsheet)||NWM154||25.0%|
|Vanguard Canadian Short-Term Bonds ETF||VSB||12.5%|
|Vanguard Canadian Short-Term Corp. Bonds ETF||VSC||12.5%|
Offering Memorandum of Nicola Wealth funds:
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