MOKA
GESTION
INTELLIGENTE
DU PATRIMOINE
NET OF FEES · AS OF JULY 31, 2025
EQUITY GROWTH
100% EQUITY
HIGH VOLATILITY
HIGH VOLATILITY
PERFORMANCE
MOKA PORTFOLIO
19.02
%
5 YEAR
22.60
%
3.29
%
1m
3m
3 YEAR
21.68
%
1 YEAR
14.52
%
9.32
%
YTD
BALANCED GROWTH
70% EQUITY
30% fixed income
med-HIGH VOLATILITY
30% fixed income
med-HIGH VOLATILITY
13.20
%
5 YEAR
17.30
%
2.50
%
1m
3m
3 YEAR
16.49
%
1 YEAR
11.44
%
7.32
%
YTD
BALANCED
50% EQUITY
50% fixed income
medium VOLATILITY
50% fixed income
medium VOLATILITY
9.32
%
5 YEAR
13.76
%
1.97
%
1m
3m
3 YEAR
13.03
%
1 YEAR
9.38
%
5.98
%
YTD
BALANCED income
70% fixed income
30% money market
med-low VOLATILITY
30% money market
med-low VOLATILITY
0.61
%
5 YEAR
4.67
%
0.51
%
1m
3m
3 YEAR
3.92
%
1 YEAR
3.64
%
2.04
%
YTD
cautious income
100% money market
low VOLATILITY
low VOLATILITY
2.90
%
5 YEAR
4.11
%
0.20
%
1m
3m
3 YEAR
2.85
%
1 YEAR
2.25
%
0.63
%
YTD
benchmark**
S&P 500 (CAD)
S&P 500 (CAD)
18.81
%
5 YEAR
23.78
%
3.06
%
1m
3m
3 YEAR
22.08
%
1 YEAR
14.49
%
9.68
%
YTD