February 2019 Performance update

February 2019 Performance update

ACTIVE PORTFOLIOS

RETURNS ARE AFTER ALL FEES AND EXPENSES HAVE BEEN DEDUCTED

AFINA Actively-Managed Model Portfolios: As of February 28, 2019
Instruments (% return) 2019 2018 2017 3-Year
AFINA Affinity 7.1 (7.0) 2.1 7.3
AFINA Optima10 6.9 (11.0) 3.3 9.9
Benchmark (1) 9.9 (2.5) 11.4 12.6

 

Notes:

  • AFTER FEES: All performance figures are expressed after all fees and expenses. Past performance is not indicative of future performance.
  • The benchmark represents 50% of the S&P 500 Total Return Index in Canadian dollars and 50% of the S&P/TSX Total Return Index.

PASSIVE PORTFOLIOS

RETURNS ARE BEFORE AFINA MANAGEMENT FEES AND NBIN TRADING COSTS

AFINA ETF Model Portfolios: As of February 28, 2019
Instruments (% return) 2019 2018 2017 3-Year Annualized
Conservative 3.4 (1.7) 6.6 4.4
Moderate 4.7 (2.7) 8.6 5.6
Balanced 6.0 (3.5) 10.5 7.2
Growth 7.6 (5.0) 13.7 9.2
Aggressive 9.0 (6.1) 16.0 10.7

 

Notes:

  • BEFORE FEES: All performance figures are expressed before AFINA management fees and NBIN trading fees are deducted. For example, an investor with $500,000 invested would incur a 1.25% management fee plus HST, which would be deducted from the figures above to arrive at net performance.
  • Past performance is not indicative of future performance. The information above is provided in good faith by our data provider and is believed to be accurate. AFINA does not accept responsibility for errors or omissions contained therein.