MOKA
GESTION
INTELLIGENTE
DU PATRIMOINE
NET OF FEES · AS OF JULY 31, 2025
EQUITY GROWTH
100% EQUITY
HIGH VOLATILITY
HIGH VOLATILITY
PERFORMANCE
MOKA PORTFOLIO
16.25%
5 YEAR
17.23%
4.13%
1m
3m
3 YEAR
16.18%
1 YEAR
4.76%
14.52%
YTD
BALANCED GROWTH
70% EQUITY
30% fixed income
med-HIGH VOLATILITY
30% fixed income
med-HIGH VOLATILITY
11.21%
5 YEAR
12.68%
2.69%
1m
3m
3 YEAR
12.08%
1 YEAR
3.80%
10.04%
YTD
BALANCED GROWTH
50% EQUITY
50% fixed income
medium VOLATILITY
50% fixed income
medium VOLATILITY
7.67%
5 YEAR
9.64%
1.73%
1m
3m
3 YEAR
9.35%
1 YEAR
3.15%
7.06%
YTD
BALANCED income
70% fixed income
30% money market
med-low VOLATILITY
30% money market
med-low VOLATILITY
0.02%
5 YEAR
2.69%
-0.40%
1m
3m
3 YEAR
2.74%
1 YEAR
1.57%
-0.09%
YTD
cautious income
100% money market
low VOLATILITY
low VOLATILITY
2.80%
5 YEAR
4.19%
0.21%
1m
3m
3 YEAR
3.26%
1 YEAR
1.60%
0.65%
YTD
benchmark**
S&P 500 (CAD)
S&P 500 (CAD)
16.62%
5 YEAR
20.11%
3.60%
1m
3m
3 YEAR
16.42%
1 YEAR
4.38%
14.31%
YTD