WealthBar's Aggressive Private Investment Portfolio is invested in three 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 46.80% cumulatively since inception on August 19, 2014. If you invested $100,000 on August 19, 2014 it would be worth $146,761 on May 31, 2019. This performance is an illustration of the current portfolio's holdings and weights as described above, going back to inception, being rebalanced daily and denominated in Canadian dollars. Source MorningStar Direct (or WealthBar).
|Period||Cumulative Returns||Annualized Returns|
|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:
|NWM Core Portfolio (Factsheet)||NWM254||50.0%|
|NWM Real Estate Fund (Factsheet)||NWM144||25.0%|
|NWM U.S. Tactical High-Income Equities Fund (CAD) (Factsheet)||NWM234||25.0%|
Offering Memorandum of Nicola Wealth funds:
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