WealthBar's Balanced Private Investment Portfolio is entirely invested in the Nicola Core Portfolio Fund, which holds 20 actively-managed private investment pools, with exposures ranging from traditional equity and fixed income markets to unique North-American private assets. A monthly factsheet is available on Nicola Wealth Management's website.
Illustrated rate of return is 37.34% cumulatively since inception on August 19, 2014. If you invested $100,000 on August 19, 2014 it would be worth $137,336 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).
* Cumulative return since inception to 2014 year end.
Your portfolio is invested in the following assets:
|Blended Fixed Income||20.0%|
Your portfolio is invested in the following pooled funds:
|Nicola Core Portfolio Fund (Factsheet)||NWM254||100.0%|
Offering Memorandum of Nicola funds:
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