Performance - Private Client Composites

  • We show performance in the form of composites.  A composite is a group of portfolios that are managed with similar investment objectives.  The performance of the composite is calculated based on the total of the weighted performance of each portfolio that is included in this measurement.  BirchLeaf composites listed below are made up of only our clients with similar objectives.  We have other clients, that due to their specific portfolio objectives and risk profile, are not included in these composites.
  • We also offer the BirchLeaf Growth Fund, which is described further here.  Please contact us for further details on investment requirements for this product.
  • We also offer Portfolio Evaluations, which may assist you in determining whether you are on the right track to meet your investment goals.  This is a no obligation evaluation.   If interested, please contact us to discuss the details of your portfolio(s).

 

Please note, to receive our Performance Reports and Quarterly Reports electronically, please click here.

BirchLeaf Income Composite

The Income Composite is geared towards investors that are looking for income as the main objective of their portfolio. The portfolios may invest in bonds, preferred shares, unit trusts, or common shares to achieve the overall objectives of the composite. Currently the income composite has limited exposure to corporate bonds, with the major exposure to common shares with high dividend yields in a variety of sectors of the S&P/TSX Composite. Investors need to have a minimum of $150,000 to properly diversity their portfolio.

income composite

Income Composite Disclosures:

All Returns are reported in Canadian Dollars.
Past returns are not indicative of future performance.

The Index used is the S&P/TSX Total Return.
The BirchLeaf Growth Fund is an all cap fund.
The Income Composite is made up of a number of portfolios with similar objectives.
The returns are weighted by portfolio size within the composite.
Numbers are compounded for periods of 2 years or longer.
The income composite is reported on a gross basis due to variability in management fees.

BirchLeaf Large Cap Income and Growth Composite

The Large Cap Income and Growth Composite is geared towards investors that are looking for income as the main objective of their portfolio as well as some growth attributes as well. The portfolios may invest in large cap dividend paying securities with a very modest exposure to medium sized companies. The portfolio currently holds some income trusts. by January 1, 2011, most of these income trusts will convert to a corporate structure. Investors need to have a minimum of $150,000 to properly diversity their portfolio.

large cap

Large Cap Income & Growth Composite Disclosures:
All Returns are reported in Canadian Dollars.
Past returns are not indicative of future performance.

The Index used is the S&P/TSX Total Return.
The BirchLeaf Growth Fund is an all cap fund.
The Income Composite is made up of a number of portfolios with similar objectives.
The returns are weighted by portfolio size within the composite.
Numbers are compounded for periods of 2 years or longer.
The income composite is reported on a gross basis due to variability in management fees.

BirchLeaf Growth Composite

The Growth Composite is geared towards investors looking to maximize growth of assets over the long term. The portfolios are invested in companies that are exhibiting superior growth characteristics and have the potential to obtain strong results over the long term. Investors need to have a minimum of $150,000 to properly diversity their portfolio.

growth compositeGrowth Composite Disclosures:
All Returns are reported in Canadian Dollars.
Past returns are not indicative of future performance.

 

The Index used is the S&P/TSX Total Return.
The BirchLeaf Growth Fund is an all cap fund.
The Income Composite is made up of a number of portfolios with similar objectives.
The returns are weighted by portfolio size within the composite.
Numbers are compounded for periods of 2 years or longer.
The income composite is reported on a gross basis due to variability in management fees.

 

Last updated on Thu, 11/30/2017 - 12:49