WealthBar's Balanced Private Investment Portfolio is entirely invested in Nicola Wealth Management (NWM) Core Portfolio Fund, which holds 18 actively-managed private pools, with exposures ranging from traditional equity markets to unique North-American private assets. A monthly factsheet is available on NWM's website.
Illustrated rate of return is 39.94% cumulatively since inception on August 19, 2014. If you invested $100,000 on August 19, 2014 it would be worth $139,935 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||20.0%|
Your portfolio is invested in the following ETFs:
|NWM Core Portfolio (Factsheet)||NWM254||100.0%|
Offering Memorandum of Nicola Wealth funds:
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