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Aggressive Private Investment Portfolio

Portfolio Summary

WealthBar's Aggressive Private Investment Portfolio is invested in three private pooled funds managed by Nicola Wealth Management. More information on these unique private pools is available on Nicola Wealth Management's website.

Performance as of February 28, 2019

Illustrated rate of return is 44.45% cumulatively since inception on August 19, 2014. If you invested $100,000 on August 19, 2014 it would be worth $144,453 on February 28, 2019. 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).

YearReturns
2014*3.40%
201511.80%
20169.53%
20176.25%
20182.71%

* Cumulative return since inception to 2014 year end.

Asset Allocation

Your portfolio is invested in the following assets:

Asset ClassBreakdown
Real Estate35.0%
Income Strategies32.5%
Blended Fixed Income10.0%
US Equities7.5%
Canadian Equities6.0%
International Equities
3.0%
Alternative Strategies2.5%
Private Equity2.0%
Commodities1.5%


Fund Allocation

Your portfolio is invested in the following pooled funds:

FundTickerBreakdown
Nicola Core Portfolio Fund (Factsheet)
NWM254
50.0%
Nicola Global Real Estate Fund (Factsheet)
NWM144
25.0%
Nicola U.S. Tactical High-Income Fund (CAD) (Factsheet)
NWM234
25.0%
Portfolio MER
1.16%


Offering Memorandum of Nicola funds:

NWM Funds - Spring 2015 Offering Memorandum - FINAL.pdf

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