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MANAGED

INTELLIGENT
INVESTING

TYPES OF ACCOUNTS

TFSA

RRSP

NON-REGISTERED

Model Portfolio Performance
Net of fees · As of January 31, 2026
PORTFOLIO
ASSET MIX
1m
3m
ytd
1 year
3 year
5 year
10 year*
EQUITY GROWTH
100% equity
0.79%
-1.25%
0.79%
8.71%
21.26%
15.97%
15.13%
Balanced Growth
70% equity
30% fixed income
0.78%
-0.97%
0.78%
6.87%
15.88%
11.04%
11.15%
Balanced
50% equity
50% fixed income
0.78%
-0.79%
0.78%
5.64%
12.30%
7.76%
8.49%
Balanced Income
70% fixed income
30% Money market
0.59%
-0.06%
1.30%
2.57%
3.51%
0.58%
1.89%
Cautious Income
100% money market
0.19%
0.55%
2.56%
2.56%
3.91%
2.98%
1.97%
*10 year performance for the portfolios is not available. Numbers are based on historical S&P indices that closely match the composition of the portfolios.
1m
0.22%
3m
-1.65%
ytd
0.22%
1 year
8.79%
3 year
21.71%
5 year
16.34%
10 year*
15.13%
** Benchmark returns are shown gross of fees. Portfolio returns reflect actual net-of-fee performance.

MODEL PORTFOLIOS

EQUITY GROWTH

BALANCED GROWTH

BALANCED

BALANCED INCOME

CAUTIOUS INCOME

compare the portfolios

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CIPF COVERAGE

InveSTMENT ACCOUNTS HELD WITH CI INVESTMENT SERVICES INC., 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 are opened with IntelligentInvesting Wealth Management Inc., a registered portfolio manager.

FAQ

FAQ

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POLICIES

PRIVACY POLICY

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TERMS & CONDITIONS

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Contact information:
IntelligentInvesting Wealth Management Inc. - 3 Place Ville Marie, Suite 400, Montreal, QC H3B 2E3
Investment accounts that are held with CI Investment Services, a custodian, are protected by CIPF in accordance with its coverage policy. CI Investment Services is a CIRO member.
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