A Proven Track Record
NWM vs the Marketplace
Cumulative Growth of $100,000 Investment Value and Internal Rate of Return (IRR) from Jan 1, 2000 to September 30, 2013.
Weighted Avg Returns for all NWM Clients
40% DEX Bond Universe, 35% TSX, 12.5% MSCI World ACWI, 12.5% S&P 500
60% Globe Cdn Neutral Balanced Peer Index and 40% Globe Global Neutral Balanced Peer Index
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 6.23% annually after costs.
- This performance is roughly 3.2% 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 $229,432 versus $150,818 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.
Our Investment Philosophy
Reduces volatility, provides returns in range-bound markets and protects wealth.