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MANAGED

INTELLIGENT
INVESTING

Net of fees · As of January 31, 2026
EQUITY GROWTH
100% EQUITY
HIGH VOLATILITY
PERFORMANCE
MANAGED PORTFOLIO
15.13%
10 YEAR*
15.97%
5 YEAR
21.26%
0.79%
1m
3m
3 YEAR
8.71%
1 YEAR
0.79%
-1.25%
YTD
BALANCED GROWTH
70% EQUITY
30% fixed income
med-HIGH VOLATILITY
11.15%
10 YEAR*
11.04%
5 YEAR
15.88%
0.78%
1m
3m
3 YEAR
6.87%
1 YEAR
0.78%
-0.97%
YTD
BALANCED
50% EQUITY
50% fixed income
medium VOLATILITY
7.76%
5 YEAR
12.30%
0.78%
1m
3m
3 YEAR
5.64%
1 YEAR
0.78%
-0.79%
YTD
BALANCED income
70% fixed income
30% money market
med-low VOLATILITY
1.89%
10 YEAR*
0.58%
5 YEAR
3.51%
0.59%
1m
3m
3 YEAR
2.57%
1 YEAR
1.30%
-0.06%
YTD
cautious income
100% money market
low VOLATILITY
2.98%
5 YEAR
3.91%
0.19%
1m
3m
3 YEAR
2.56%
1 YEAR
2.56%
0.55%
YTD
benchmark**
S&P 500 (CAD)
15.13%
10 YEAR*
16.34%
5 YEAR
21.71%
0.22%
1m
3m
3 YEAR
8.79%
1 YEAR
0.22%
-1.65%
YTD
** Benchmark returns are shown gross of fees. Portfolio returns reflect actual net-of-fee performance.
*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
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