EdgePoint Wealth Management

EdgePoint Wealth Management

Podcast by EdgePoint Wealth Management

  1. JAN 23

    Managing uncertainty - 4th quarter, 2025

    Investment Team members Frank Mullen and Claire Thornhill discuss their Q4 2025 commentaries with relationship manager Ryan Hatch. They talk about the lessons they've learned, the benefits of our Investment Team's structure and more. Related commentaries: Claire Thornhill - https://edgepointwealth.com/article/Q4-2025-edgepoint-commentary/ Frank Mullen - https://edgepointwealth.com/article/Q4-2025-credit-commentary/ __________ This podcast is intended as general information only and is not to be relied upon as legal, financial or professional advice. A professional advisor should be consulted regarding your specific situation. It is also not an offer to sell or purchase EdgePoint investment funds. Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. This is not an endorsement or recommendation of any security. EdgePoint Investment Group may be buying or selling positions in securities mentioned. No endorsement of any third parties or their advice, opinions, information, products or services is expressly given or implied by EdgePoint Investment Group. This podcast contains certain statements that may be deemed forward-looking. Please note that any such statements are not guarantees of any future performance results and the actual results or market developments may differ materially from these statements. The whole or any parts of this podcast may not be reproduced, copied, transmitted, or disclosed to third parties without the consent of EdgePoint Investment Group. Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at edgepointwealth.com/disclaimers/

    34 min

  2. 2025-10-22

    Dare to be different – 3rd quarter, 2025

    Investment Team member Jeff Hyrich talks about his Q3 2025 commentary with relationship manager Sarah Ford. They cover a lot of things that couldn't make it into the commentary, such as expanding on our investment approach to, of course, some thoughts on A.I. ____________ Text: https://edgepointwealth.com/article/Q3-2025-edgepoint-commentary/ Sources:https://edgepointwealth.com/article/Q3-2025-edgepoint-commentary/#the-more-things-change ____________ This podcast is intended as general information only and is not to be relied upon as legal, financial or professional advice. A professional advisor should be consulted regarding your specific situation. It is also not an offer to sell or purchase EdgePoint investment funds. Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. This is not an endorsement or recommendation of any security. EdgePoint Investment Group may be buying or selling positions in securities mentioned. No endorsement of any third parties or their advice, opinions, information, products or services is expressly given or implied by EdgePoint Investment Group. This podcast contains certain statements that may be deemed forward-looking. Please note that any such statements are not guarantees of any future performance results and the actual results or market developments may differ materially from these statements. The whole or any parts of this podcast may not be reproduced, copied, transmitted, or disclosed to third parties without the consent of EdgePoint Investment Group. Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at edgepointwealth.com/disclaimers/

    25 min

  3. 2022-04-25

    The perfect storm – EdgePoint fixed income update

    On April 13, 2022, Portfolio managers Frank Mullen and Derek Skomorowski discussed how they believe the fixed income environment is changing and why investors' fixed income portfolios shouldn't be based on what worked in the past. Presentation date/ recorded on: April 13, 2022. Webinar playback: https://edgepoint.hubs.vidyard.com/watch/tkBgMcsXBD6WWeJHdJo3zP? Supporting material/ disclaimers: https://assets.ctfassets.net/kq9jrkvln56p/bsIXpPVOqbWsKPrAOXljs/6be74785639b73fd2992e9fd179d37dd/Fixed_income_webinar_-_2022-04-13__Investor_use_.pdf Returns: As at March 31, 2022. Total returns, net of fees in C$. Returns for periods over one year annualized. Since inception returns since EdgePoint Portfolio inception (November 17, 2008). All Series A. EdgePoint Global Portfolio (EPGP) YTD: -6.63%; 1-year: 0.42%; 3-year: 4.07%; 5-year: 6.10%; 10-year: 11.51%; since inception: 12.88%. MSCI World Index YTD: -6.21%; 1-year: 9.44%; 3-year: 12.43%; 5-year: 10.96%; 10-year: 13.38%; since inception: 12.24%. EdgePoint Canadian Portfolio (EPCP) YTD: 3.16%; 1-year: 27.40%; 3-year: 15.04%; 5-year: 8.78%; 10-year: 9.55%; since inception: 12.29%. S&P/TSX Composite Index YTD: 3.82%; 1-year: 20.19%; 3-year: 14.15%; 5-year: 10.34%; 10-year: 9.08%; since inception: 10.31%. EdgePoint Global Growth & Income Portfolio (EPGIP) YTD: -4.51%; 1-year: 1.17%; 3-year: 3.71%; 5-year: 5.13%; 10-year: 9.13%; since inception: 10.62%. 60% MSCI World Index / 40% ICE BofA Canada Broad Market Index YTD: -6.40%; 1-year: 3.88%; 3-year: 7.68%; 5-year: 7.29%; 10-year: 9.07%; since inception: 8.96%. EdgePoint Canadian Growth & Income Portfolio (EPCIP) YTD: 1.55%; 1-year: 16.85%; 3-year: 11.05%; 5-year: 7.14%; 10-year: 8.08%; since inception: 10.23%. 60% S&P/TSX Composite Index / 40% ICE BofA Canada Broad Market Index YTD: -0.48%; 1-year: 9.93%; 3-year: 8.79%; 5-year: 7.01%; 10-year: 6.60%; since inception: 7.88%. Our portfolio benchmarks: EPGP: MSCI World Index is a broad-based, market-capitalization-weighted index comprising equity securities available in developed markets globally. The index was chosen for being a widely used benchmark of the global equity market. EPCP: S&P/TSX Composite Index is a market-capitalization-weighted index comprising the largest and most widely held stocks traded on the Toronto Stock Exchange. The index was chosen for being a widely used benchmark of the Canadian equity market. EPGIP: 60% MSCI World Index/40% ICE BofA Canada Broad Market Index. ICE BofA Canada Broad Market Index tracks the performance of publicly traded investment-grade debt denominated in Canadian dollars and issued in the Canadian domestic market. The blended benchmark was chosen because the MSCI World Index is a widely used benchmark for the global equity market and the ICE BofA Canada Broad Market Index is representative of fixed-income opportunities consistent with the Portfolio’s mandate. EPCIP: 60% S&P/TSX Composite Index/40% ICE BofA Canada Broad Market Index. The blended benchmark was chosen because the S&P/TSX Composite Index is a widely used benchmark of the Canadian equity market and the ICE BofA Canada Broad Market Index is representative of fixed-income opportunities consistent with the Portfolio’s mandate. Why our performance may differ from our benchmarks: We manage our Portfolios independently of the indexes we use as long-term performance comparisons. Differences including security holdings and geographic/sector allocations may impact comparability and could result in periods when our performance differs materially from the index. Additional factors such as credit quality, issuer type and yield may impact fixed-income comparability from the index. Disclaimers:
 Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at edgepointwealth.com/disclaimers/

    1h 10m

  4. 2022-04-18

    Why we can stay calm in the face of uncertainty – 1st quarter, 2022

    This quarter, Investment team member George Droulias discusses why our investment approach helps us stay calm during uncertain times. Text: https://edgepointwealth.com/article/why-we-stay-calm-in-the-face-of-uncertainty-1st-quarter-2022/ Sources: https://edgepointwealth.com/article/why-we-stay-calm-in-the-face-of-uncertainty-1st-quarter-2022/ Returns: As at March 31, 2022. Total returns, net of fees in C$. Returns for periods over one year annualized. Since inception returns since EdgePoint Portfolio inception (November 17, 2008). All Series A. EdgePoint Global Portfolio (EPGP) YTD: -6.63%; 1-year: 0.42%; 3-year: 4.07%; 5-year: 6.10%; 10-year: 11.51%; since inception: 12.88%. MSCI World Index YTD: -6.21%; 1-year: 9.44%; 3-year: 12.43%; 5-year: 10.96%; 10-year: 13.38%; since inception: 12.24%. EdgePoint Canadian Portfolio (EPCP) YTD: 3.16%; 1-year: 27.40%; 3-year: 15.04%; 5-year: 8.78%; 10-year: 9.55%; since inception: 12.29%. S&P/TSX Composite Index YTD: 3.82%; 1-year: 20.19%; 3-year: 14.15%; 5-year: 10.34%; 10-year: 9.08%; since inception: 10.31%. EdgePoint Global Growth & Income Portfolio (EPGIP) YTD: -4.51%; 1-year: 1.17%; 3-year: 3.71%; 5-year: 5.13%; 10-year: 9.13%; since inception: 10.62%. 60% MSCI World Index / 40% ICE BofA Canada Broad Market Index YTD: -6.40%; 1-year: 3.88%; 3-year: 7.68%; 5-year: 7.29%; 10-year: 9.07%; since inception: 8.96%. EdgePoint Canadian Growth & Income Portfolio (EPCIP) YTD: 1.55%; 1-year: 16.85%; 3-year: 11.05%; 5-year: 7.14%; 10-year: 8.08%; since inception: 10.23%. 60% S&P/TSX Composite Index / 40% ICE BofA Canada Broad Market Index YTD: -0.48%; 1-year: 9.93%; 3-year: 8.79%; 5-year: 7.01%; 10-year: 6.60%; since inception: 7.88%. Our portfolio benchmarks: EPGP: MSCI World Index is a broad-based, market-capitalization-weighted index comprising equity securities available in developed markets globally. The index was chosen for being a widely used benchmark of the global equity market. EPCP: S&P/TSX Composite Index is a market-capitalization-weighted index comprising the largest and most widely held stocks traded on the Toronto Stock Exchange. The index was chosen for being a widely used benchmark of the Canadian equity market. EPGIP: 60% MSCI World Index/40% ICE BofA Canada Broad Market Index. ICE BofA Canada Broad Market Index tracks the performance of publicly traded investment-grade debt denominated in Canadian dollars and issued in the Canadian domestic market. The blended benchmark was chosen because the MSCI World Index is a widely used benchmark for the global equity market and the ICE BofA Canada Broad Market Index is representative of fixed-income opportunities consistent with the Portfolio’s mandate. EPCIP: 60% S&P/TSX Composite Index/40% ICE BofA Canada Broad Market Index. The blended benchmark was chosen because the S&P/TSX Composite Index is a widely used benchmark of the Canadian equity market and the ICE BofA Canada Broad Market Index is representative of fixed-income opportunities consistent with the Portfolio’s mandate. Why our performance may differ from our benchmarks: We manage our Portfolios independently of the indexes we use as long-term performance comparisons. Differences including security holdings and geographic/sector allocations may impact comparability and could result in periods when our performance differs materially from the index. Additional factors such as credit quality, issuer type and yield may impact fixed-income comparability from the index. Disclaimers:
 Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at https://edgepointwealth.com/disclaimers/

    13 min

  5. 2022-04-18

    Earning our wings – 1st quarter, 2022

    This quarter, portfolio manager Frank Mullen talks about the importance of knowing what you own – not just when to sell, but when to add. Text: https://edgepointwealth.com/article/earning-our-wings-1st-quarter-2022/ Sources: https://edgepointwealth.com/article/earning-our-wings-1st-quarter-2022/ Returns: As at March 31, 2022. Total returns, net of fees in C$. Returns for periods over one year annualized. Since inception returns since EdgePoint Portfolio inception (November 17, 2008). All Series A. EdgePoint Global Portfolio (EPGP) YTD: -6.63%; 1-year: 0.42%; 3-year: 4.07%; 5-year: 6.10%; 10-year: 11.51%; since inception: 12.88%. MSCI World Index YTD: -6.21%; 1-year: 9.44%; 3-year: 12.43%; 5-year: 10.96%; 10-year: 13.38%; since inception: 12.24%. EdgePoint Canadian Portfolio (EPCP) YTD: 3.16%; 1-year: 27.40%; 3-year: 15.04%; 5-year: 8.78%; 10-year: 9.55%; since inception: 12.29%. S&P/TSX Composite Index YTD: 3.82%; 1-year: 20.19%; 3-year: 14.15%; 5-year: 10.34%; 10-year: 9.08%; since inception: 10.31%. EdgePoint Global Growth & Income Portfolio (EPGIP) YTD: -4.51%; 1-year: 1.17%; 3-year: 3.71%; 5-year: 5.13%; 10-year: 9.13%; since inception: 10.62%. 60% MSCI World Index / 40% ICE BofA Canada Broad Market Index YTD: -6.40%; 1-year: 3.88%; 3-year: 7.68%; 5-year: 7.29%; 10-year: 9.07%; since inception: 8.96%. EdgePoint Canadian Growth & Income Portfolio (EPCIP) YTD: 1.55%; 1-year: 16.85%; 3-year: 11.05%; 5-year: 7.14%; 10-year: 8.08%; since inception: 10.23%. 60% S&P/TSX Composite Index / 40% ICE BofA Canada Broad Market Index YTD: -0.48%; 1-year: 9.93%; 3-year: 8.79%; 5-year: 7.01%; 10-year: 6.60%; since inception: 7.88%. Our portfolio benchmarks: EPGP: MSCI World Index is a broad-based, market-capitalization-weighted index comprising equity securities available in developed markets globally. The index was chosen for being a widely used benchmark of the global equity market. EPCP: S&P/TSX Composite Index is a market-capitalization-weighted index comprising the largest and most widely held stocks traded on the Toronto Stock Exchange. The index was chosen for being a widely used benchmark of the Canadian equity market. EPGIP: 60% MSCI World Index/40% ICE BofA Canada Broad Market Index. ICE BofA Canada Broad Market Index tracks the performance of publicly traded investment-grade debt denominated in Canadian dollars and issued in the Canadian domestic market. The blended benchmark was chosen because the MSCI World Index is a widely used benchmark for the global equity market and the ICE BofA Canada Broad Market Index is representative of fixed-income opportunities consistent with the Portfolio’s mandate. EPCIP: 60% S&P/TSX Composite Index/40% ICE BofA Canada Broad Market Index. The blended benchmark was chosen because the S&P/TSX Composite Index is a widely used benchmark of the Canadian equity market and the ICE BofA Canada Broad Market Index is representative of fixed-income opportunities consistent with the Portfolio’s mandate. Why our performance may differ from our benchmarks: We manage our Portfolios independently of the indexes we use as long-term performance comparisons. Differences including security holdings and geographic/sector allocations may impact comparability and could result in periods when our performance differs materially from the index. Additional factors such as credit quality, issuer type and yield may impact fixed-income comparability from the index. Disclaimers:
 Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at https://edgepointwealth.com/disclaimers/

    16 min

  6. 2022-01-18

    Trust the process – 4th quarter, 2021

    This quarter, portfolio manager Andrew Pastor discusses why our investment approach is repeatable despite the unpredictable sources for our business ideas. Text: https://edgepointwealth.com/en/Insights/Commentary/2021-Q4-EdgePoint-commentary Sources: https://edgepointwealth.com/en/Insights/Commentary/2021-Q4-EdgePoint-commentary#Sourcematerial Returns: As at December 31, 2021. Total returns, net of fees. Returns for periods over one year annualized. Since inception returns since EdgePoint Portfolio inception (November 17, 2008). All Series A. EdgePoint Global Portfolio (EPGP) YTD: 18.25%; 1-year: 18.25%; 3-year: 9.79%; 5-year: 8.33%; 10-year: 13.77%; since inception: 13.73% MSCI World Index YTD: 20.78%; 1-year: 20.78%; 3-year: 18.57%; 5-year: 13.66%; 10-year: 15.15%; since inception: 13.04% EdgePoint Canadian Portfolio (EPCP) YTD: 40.41%; 1-year: 40.41%; 3-year: 18.31%; 5-year: 8.70%; 10-year: 10.43%; since inception: 12.27% S&P/TSX Composite Index YTD: 25.09%; 1-year: 25.09%; 3-year: 17.52%; 5-year: 10.04%; 10-year: 9.14%; since inception: 10.20% EdgePoint Global Growth & Income Portfolio (EPGIP) YTD: 13.63%; 1-year: 13.63%; 3-year: 7.70%; 5-year: 6.71%; 10-year: 10.71%; since inception: 11.22% 60% MSCI World Index/40% ICE BofA Canada Broad Market Index YTD: 10.89%; 1-year: 10.89%; 3-year: 12.80%; 5-year: 9.56%; 10-year: 10.39%; since inception: 9.68% EdgePoint Canadian Growth & Income Portfolio (EPCIP) YTD: 25.77%; 1-year: 25.77%; 3-year: 13.72%; 5-year: 7.34%; 10-year: 8.79%; since inception: 10.30% 60% S&P/TSX Composite Index/40% ICE BofA Canada Broad Market Index YTD: 13.31%; 1-year: 13.31%; 3-year: 12.33%; 5-year: 7.52%; 10-year: 6.92%; since inception: 8.07% Our portfolio benchmarks: EPGP: MSCI World Index is a broad-based, market-capitalization-weighted index comprising equity securities available in developed markets globally. The index was chosen for being a widely used benchmark of the global equity market. EPCP: S&P/TSX Composite Index is a market-capitalization-weighted index comprising the largest and most widely held stocks traded on the Toronto Stock Exchange. The index was chosen for being a widely used benchmark of the Canadian equity market. EPGIP: 60% MSCI World Index/40% ICE BofA Canada Broad Market Index. ICE BofA Canada Broad Market Index tracks the performance of publicly traded investment-grade debt denominated in Canadian dollars and issued in the Canadian domestic market. The blended benchmark was chosen because the MSCI World Index is a widely used benchmark for the global equity market and the ICE BofA Canada Broad Market Index is representative of fixed-income opportunities consistent with the Portfolio’s mandate. EPCIP: 60% S&P/TSX Composite Index/40% ICE BofA Canada Broad Market Index. The blended benchmark was chosen because the S&P/TSX Composite Index is a widely used benchmark of the Canadian equity market and the ICE BofA Canada Broad Market Index is representative of fixed-income opportunities consistent with the Portfolio’s mandate. Why our performance may differ from our benchmarks: We manage our Portfolios independently of the indexes we use as long-term performance comparisons. Differences including security holdings and geographic/sector allocations may impact comparability and could result in periods when our performance differs materially from the index. Additional factors such as credit quality, issuer type and yield may impact fixed-income comparability from the index. Disclaimers: Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at www.edgepointwealth.com/en/Disclaimers

    21 min

  7. 2022-01-18

    Loaded Dice – 4th quarter, 2021

    This quarter, portfolio manager Derek Skomorowski talks about why fixed-income investors often forget that good times don’t last forever and why it’s important to manage inevitable risks that come along the way. Text: https://edgepointwealth.com/en/Insights/Commentary/2021-Q4-fixed-income-commentary Sources: https://edgepointwealth.com/en/Insights/Commentary/2021-Q4-fixed-income-commentary#Sourcematerial Returns As at December 31, 2021. Total returns, net of fees. Returns for periods over one year annualized. Since inception returns since EdgePoint Portfolio inception (November 17, 2008). All Series A. EdgePoint Global Portfolio (EPGP) YTD: 18.25%; 1-year: 18.25%; 3-year: 9.79%; 5-year: 8.33%; 10-year: 13.77%; since inception: 13.73% MSCI World Index YTD: 20.78%; 1-year: 20.78%; 3-year: 18.57%; 5-year: 13.66%; 10-year: 15.15%; since inception: 13.04% EdgePoint Canadian Portfolio (EPCP) YTD: 40.41%; 1-year: 40.41%; 3-year: 18.31%; 5-year: 8.70%; 10-year: 10.43%; since inception: 12.27% S&P/TSX Composite Index YTD: 25.09%; 1-year: 25.09%; 3-year: 17.52%; 5-year: 10.04%; 10-year: 9.14%; since inception: 10.20% EdgePoint Global Growth & Income Portfolio (EPGIP) YTD: 13.63%; 1-year: 13.63%; 3-year: 7.70%; 5-year: 6.71%; 10-year: 10.71%; since inception: 11.22% 60% MSCI World Index/40% ICE BofA Canada Broad Market Index YTD: 10.89%; 1-year: 10.89%; 3-year: 12.80%; 5-year: 9.56%; 10-year: 10.39%; since inception: 9.68% EdgePoint Canadian Growth & Income Portfolio (EPCIP) YTD: 25.77%; 1-year: 25.77%; 3-year: 13.72%; 5-year: 7.34%; 10-year: 8.79%; since inception: 10.30% 60% S&P/TSX Composite Index/40% ICE BofA Canada Broad Market Inde YTD: 13.31%; 1-year: 13.31%; 3-year: 12.33%; 5-year: 7.52%; 10-year: 6.92%; since inception: 8.07% Our portfolio benchmarks: EPGP: MSCI World Index is a broad-based, market-capitalization-weighted index comprising equity securities available in developed markets globally. The index was chosen for being a widely used benchmark of the global equity market. EPCP: S&P/TSX Composite Index is a market-capitalization-weighted index comprising the largest and most widely held stocks traded on the Toronto Stock Exchange. The index was chosen for being a widely used benchmark of the Canadian equity market. EPGIP: 60% MSCI World Index/40% ICE BofA Canada Broad Market Index. ICE BofA Canada Broad Market Index tracks the performance of publicly traded investment-grade debt denominated in Canadian dollars and issued in the Canadian domestic market. The blended benchmark was chosen because the MSCI World Index is a widely used benchmark for the global equity market and the ICE BofA Canada Broad Market Index is representative of fixed-income opportunities consistent with the Portfolio’s mandate. EPCIP: 60% S&P/TSX Composite Index/40% ICE BofA Canada Broad Market Index. The blended benchmark was chosen because the S&P/TSX Composite Index is a widely used benchmark of the Canadian equity market and the ICE BofA Canada Broad Market Index is representative of fixed-income opportunities consistent with the Portfolio’s mandate. Why our performance may differ from our benchmarks: We manage our Portfolios independently of the indexes we use as long-term performance comparisons. Differences including security holdings and geographic/sector allocations may impact comparability and could result in periods when our performance differs materially from the index. Additional factors such as credit quality, issuer type and yield may impact fixed-income comparability from the index. Disclaimers: Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at www.edgepointwealth.com/en/Disclaimers

    27 min

  8. 2021-10-29

    Where has all the time gone? - 3rd quarter, 2021

    This quarter, portfolio manager Jeff Hyrich discusses how increasingly shorter time horizons are detrimental to an investor’s investment returns and the important goal of reaching their Point B. Text: https://edgepointwealth.com/en/Insights/Commentary/2021-Q3-EdgePoint-commentary Sources: https://edgepointwealth.com/en/Insights/Commentary/2021-Q3-EdgePoint-commentary#Sourcematerial Returns: As at September 30, 2021. Total returns, net of fees. Returns for periods over one year annualized. Since inception returns since EdgePoint Portfolio inception (November 17, 2008). All Series A. EdgePoint Global Portfolio (EPGP) YTD: 10.62%; 1-year: 24.47%; 3-year: 2.92%; 5-year: 8.37%; 10-year: 13.71%; since inception: 13.43%                                                 MSCI World Index YTD: 12.40%; 1-year: 22.18%; 3-year: 12.38%; 5-year: 12.91%; 10-year: 14.90%; since inception: 12.68% EdgePoint Canadian Portfolio (EPCP) YTD: 29.80%; 1-year: 53.10%; 3-year:10.32%; 5-year: 8.66%; 10-year: 10.12%; since inception: 11.84% S&P/TSX Composite Index YTD: 17.48%; 1-year: 28.02%; 3-year: 11.07%; 5-year: 9.64%; 10-year: 8.84%; since inception: 9.87% EdgePoint Global Growth & Income Portfolio (EPGIP) YTD: 8.89%; 1-year: 18.88%; 3-year: 3.50%; 5-year: 6.92%; 10-year: 10.80%; since inception: 11.08% 60% MSCI World Index/40% ICE BofA Canada Broad Market Index YTD: 5.49%; 1-year: 11.19%; 3-year: 9.27%; 5-year: 8.65%; 10-year: 10.27%; since inception: 9.46% EdgePoint Canadian Growth & Income Portfolio (EPCIP) YTD: 19.70%; 1-year: 34.31%; 3-year: 8.62%; 5-year: 7.53%; 10-year: 8.71%; since inception: 10.09% 60% S&P/TSX Composite Index/40% ICE BofA Canada Broad Market Index YTD: 8.35%; 1-year: 14.40%; 3-year: 8.62%; 5-year: 6.82%; 10-year: 6.77%; since inception: 7.86% Our portfolio benchmarks: EPGP: MSCI World Index is a broad-based, market-capitalization-weighted index comprising equity securities available in developed markets globally. The index was chosen for being a widely used benchmark of the global equity market. EPCP: S&P/TSX Composite Index is a market-capitalization-weighted index comprising the largest and most widely held stocks traded on the Toronto Stock Exchange. The index was chosen for being a widely used benchmark of the Canadian equity market. EPGIP: 60% MSCI World Index/40% ICE BofA Canada Broad Market Index. ICE BofA Canada Broad Market Index tracks the performance of publicly traded investment-grade debt denominated in Canadian dollars and issued in the Canadian domestic market. The blended benchmark was chosen because the MSCI World Index is a widely used benchmark for the global equity market and the ICE BofA Canada Broad Market Index is representative of fixed-income opportunities consistent with the Portfolio’s mandate. EPCIP: 60% S&P/TSX Composite Index/40% ICE BofA Canada Broad Market Index. The blended benchmark was chosen because the S&P/TSX Composite Index is a widely used benchmark of the Canadian equity market and the ICE BofA Canada Broad Market Index is representative of fixed-income opportunities consistent with the Portfolio’s mandate. Why our performance may differ from our benchmarks: We manage our Portfolios independently of the indexes we use as long-term performance comparisons. Differences including security holdings and geographic/sector allocations may impact comparability and could result in periods when our performance differs materially from the index. Additional factors such as credit quality, issuer type and yield may impact fixed-income comparability from the index. Disclaimers: Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at www.edgepointwealth.com/en/Disclaimers

    15 min
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Ratings & Reviews

5
out of 5
5 Ratings

About

Podcast by EdgePoint Wealth Management

Information

  • Creator
    EdgePoint Wealth Management
  • Years Active
    2021 - 2026
  • Episodes
    20
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    EdgePoint Wealth Management

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