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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
4.79%
10.21%
10.87%
20.24%
24.74%
17.63%
15.73%
Balanced Growth
70% equity
30% fixed income
3.76%
7.54%
8.68%
14.86%
18.64%
12.15%
11.59%
Balanced
50% equity
50% fixed income
3.08%
5.76%
7.22%
11.28%
14.58%
8.51%
8.84%
Balanced Income
70% fixed income
30% Money market
1.02%
1.11%
3.11%
2.51%
4.34%
0.43%
1.93%
Cautious Income
100% money market
0.20%
0.65%
2.05%
2.98%
4.15%
2.87%
1.90%
*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
5.04%
3m
10.26%
ytd
11.09%
1 year
21.12%
3 year
25.46%
5 year
17.42%
10 year*
15.73%
** 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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