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 33.56% cumulatively since inception on August 19, 2014. If you invested $100,000 on August 19, 2014 it would be worth $133,561 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||20.0%|
Your portfolio is invested in the following pooled funds:
|NWM Core Portfolio (Factsheet)||NWM254||100.0%|
Offering Memorandum of Nicola Wealth funds:
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