Model Portfolio Review – January 2013

Posted by on Feb 15, 2013 in Paterson Portfolio Review | 0 comments

In addition to posting strong positive gains, all portfolios managed to outpace their respective benchmarks. The Manulife Strategic Income Fund, CI Harbour Fund and Renaissance Global Health Care Fund added to the outperformance, while the Mackenzie Ivy Foreign Equity Fund was the biggest detractor. The risk reward profiles of all of the portfolios remain with expected ranges.

You can download our detailed Portfolio Review report here.

For January, the returns for the portfolios were:

1 Mth 3 Mth YTD 1 Yr 2 Yr 3 Yr 5 Yr 10 Yr
Conservative 1.1% 2.1% 1.1% 4.1% 4.2% 5.4% 4.8% 6.1%
Moderate Balanced 2.0% 3.1% 2.0% 4.8% 3.2% 5.3% 3.9% 6.2%
Balanced 2.5% 3.5% 2.5% 5.2% 2.8% 5.3% 3.6% 6.5%
Balanced Growth 3.5% 4.6% 3.5% 6.4% 2.0% 5.4% 2.5% 6.4%
Growth Portfolio 4.4% 5.7% 4.4% 7.7% 2.9% 6.9% 2.1% 6.8%

 

Leave a Reply

Your email address will not be published. Required fields are marked *