$ 500,000 invested with Medici Strategic Portfolio Management is worth $ 2,058,693 today
for the period 2009 to 2018 inclusively
Historical performance of Medici
From 2009 to 2010, the returns indicated here represent an average obtained by the totality of our clients in the Medici Private Management service (MPM), with an asset distribution of 35% in fixed income securities and 65% in common stocks. From 2011 onward, the returns indicated here represent an average of the returns obtained by all of our MPM service clients with an asset allocation of 100% in common stocks. Annual fees of 1.2% before taxes are included in the calculation of these returns. The returns are presented in Canadian dollars. Past returns are not an indication of future returns. The returns shown here as part of the MPM service could be different than those obtained by Private Fund management clients. The past returns obtained by Medici’s clients were achieved thanks to a diversified portfolio of 10 to 25 companies selected according to our investment strategy, which is outlined on our website. The benchmark we provide is made up of three exchange traded funds: iShares Core Canadian Universe Bond Index ETF (XBB), iShares Core S&P500 Index ETF, and iShares Core S&P/TSX Capped Composite Index ETF. From 2011 onward, the iShares Core Canadian Universe Bond Index ETF (XBB) is no longer part of the calculation for the benchmark. The benchmark includes dividends and the management fees, which are taken directly from the funds by iShares.