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MOKA

INTELLIGENT
WEALTH
MANAGEMENT

TYPES OF ACCOUNTS

TFSA

RRSP

NON-REGISTERED

Moka Model Portfolio Performance
Net of fees · As of June 30, 2025
PORTFOLIO
ASSET MIX
1m
3m
ytd
1 year
3 year
5 year
10 year*
EQUITY GROWTH
100% equity
-0.20%
8.02%
14.29%
14.12%
20.71%
16.51%
15.16%
Balanced Growth
70% equity
30% fixed income
-0.04%
6.32%
11.38%
10.80%
15.71%
11.41%
11.23%
Balanced
50% equity
50% fixed income
0.07%
5.19%
9.43%
8.58%
12.38%
8.00%
8.61%
Balanced Income
70% fixed income
30% Money market
0.29%
1.83%
3.94%
2.94%
4.05%
0.53%
2.02%
Cautious Income
100% money market
0.19%
0.59%
2.44%
2.72%
4.07%
2.93%
1.94%
*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.
1m
-0.26%
3m
7.97%
ytd
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.

MODEL PORTFOLIOS

EQUITY GROWTH

BALANCED GROWTH

BALANCED

BALANCED INCOME

CAUTIOUS INCOME

compare the portfolios

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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.

FAQ

FAQ

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POLICIES

MOKA'S PRIVACY POLICY

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MOKA'S TERMS & CONDITIONS

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