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A Proven Track Record

Our investment philosophy reduces volatility, provides returns in range-bound markets and protects wealth.

NWM clients have consistently outperformed traditional balanced portfolios, consisting, for example, of 60% Globe Canadian Neutral Balanced Peer Index and 40% Globe Global Neutral Balanced Peer Index.

Since January 2000, NWM has delivered average client returns of 6.49% annually after costs.

  • This performance is over 4% better than the traditional balanced index mix of Global and Canadian equities and bonds noted above.
  • If a client had invested $100,000 with a balanced NWM portfolio in January of 2000, their current portfolio value would be over $215,919 versus $138,098 if they had invested in this traditional balanced mix of Global and Canadian equities and bonds.
  • October 2008 saw the worst market crash in the past 30 years: equity markets dropped as much as 40% – the average NWM client loss was only 6.5%.
  • Our less volatile approach outperformed the indicies during the down markets of both 2001 and 2008.

NWM vs the Marketplace

Cumulative Growth of $100,000 Investment Value and Internal Rate of Return (IRR) from Jan 1, 2000 to Mar 30, 2012.

nothing
6.49%
$215,919
NWM
Weighted Avg Returns for all NWM Clients
3.26%
$148,188
Index Returns
40% Canadian Bond Index, 35% TSX, 12.5% MSCI, 12.5% S&P 500
2.67%
$138,098
Globe Peer Balanced Index
60% Globe Cdn Neutral Balanced Peer Index and 40% Globe Global Neutral Balanced Peer Index