MOKA
INTELLIGENT
WEALTH
MANAGEMENT
NET OF FEES · AS OF JULY 31, 2025
EQUITY GROWTH
100% EQUITY
HIGH VOLATILITY
HIGH VOLATILITY
PERFORMANCE
MOKA PORTFOLIO
16.51%
5 YEAR
20.71%
-0.20%
1m
3m
3 YEAR
14.12%
1 YEAR
14.29%
8.02%
YTD
BALANCED GROWTH
70% EQUITY
30% fixed income
med-HIGH VOLATILITY
30% fixed income
med-HIGH VOLATILITY
11.41%
5 YEAR
15.71%
-0.04%
1m
3m
3 YEAR
10.80%
1 YEAR
11.38%
6.32%
YTD
BALANCED
50% EQUITY
50% fixed income
medium VOLATILITY
50% fixed income
medium VOLATILITY
8.00%
5 YEAR
12.38%
0.07%
1m
3m
3 YEAR
8.58%
1 YEAR
9.43%
5.19%
YTD
BALANCED income
70% fixed income
30% money market
med-low VOLATILITY
30% money market
med-low VOLATILITY
0.53%
5 YEAR
4.05%
0.29%
1m
3m
3 YEAR
2.94%
1 YEAR
3.94%
1.83%
YTD
cautious income
100% money market
low VOLATILITY
low VOLATILITY
2.93%
5 YEAR
4.07%
0.19%
1m
3m
3 YEAR
2.72%
1 YEAR
2.44%
0.59%
YTD
benchmark**
S&P 500 (CAD)
S&P 500 (CAD)
16.97%
5 YEAR
21.70%
-0.26%
1m
3m
3 YEAR
14.50%
1 YEAR
14.19%
7.97%
YTD