Managed

Types of Accounts

TFSA

RRSP

Non-registered

Portfolio Performance

Net of Fees · As of November 30, 2025

Equity Growth
100% Equity

-0.26%

7.97%

YRD

14.19%

1 Year

14.50%

3 Year

21.70%

5 Year

16.97%

10 Year*

15.16%

Balance Growth
70% Equity
30% Fixed Income

-1.70%

0.71%

YRD

9.47%

1 Year

9.47%

3 Year

17.16%

5 Year

10.79%

10 Year*

10.82%

Balanced
50% Equity
50% Fixed Income

-1.62%

0.38%

YRD

7.66%

1 Year

7.66%

3 Year

13.42%

5 Year

7.48%

10 Year*

8.25%

Balanced Income
70% Fixed Income
30% Money Market

-0.93%

-0.13%

YRD

2.97%

1 Year

2.97%

3 Year

4.05%

5 Year

0.32%

10 Year*

1.86%

Cautious Income
100% Money Market

0.17%

0.57%

YRD

2.62%

1 Year

2.62%

3 Year

4.01%

5 Year

2.95%

10 Year*

1.96%

Cautious Income
100% Money Market

0.17%

0.57%

YRD

2.62%

1 Year

2.62%

3 Year

4.01%

5 Year

2.95%

10 Year*

1.96%

*10 year performance for the Moka portfolios is not available. Numbers are based on
historical S&P indices that closely match the composition of the Moka portfolios.

Benchmark**

S&P 500 (CAD)

-0.26%

7.97%

YRD

14.19%

1 Year

14.50%

3 Year

21.70%

5 Year

16.97%

10 Year*

15.16%

**Benchmark returns are shown gross of fees.
Portfolio returns reflect actual net-of-fee performance.

Portfolio Performance

Moka Is Regulated By The Autorité Des Marchés Financiers (Amf).

CIPF Coverage

Moka accounts held with CI Investment Services, a custodian,
are protected by CIPF in accordance with its coverage policy.

A brochure describing the scope and nature of coverage, as well as the
limitations and exclusions of coverage, is available upon request or at
‍www.cipf.ca.

CI Investment Services is a CIRO member.

Portfolio Manager

Investment accounts through Moka are opened with Mogo
Asset Management Inc., a registered portfolio manager.

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