The portfolios were again positive, chugging higher for investors in March. They have been on quite a roll of late, with the Conservative Portfolio posting positive returns for the past ten months. Moderate Balanced, Balanced and the Balanced Growth Portfolios have also been on quite a run, posting gains for the past eight months in a row.
The Renaissance Global Health Care Fund, CI Harbour, and Mackenzie Ivy Foreign Equity were the biggest contributors to the overall performance during the month. Manulife Strategic Income and CI American Value were the biggest detractors of performance.
The portfolios continue to post returns that are within expected ranges based on the risk reward profile of each portfolio.
You can download our detailed Portfolio Review here.
For March, the returns for the portfolios were:
|
1 Mth |
3 Mth |
YTD |
1 Yr |
2 Yr |
3 Yr |
5 Yr |
10 Yr |
|
| Conservative |
0.9% |
3.8% |
3.8% |
4.6% |
5.1% |
5.8% |
5.4% |
6.5% |
| Moderate Balanced |
0.9% |
5.1% |
5.1% |
4.7% |
4.2% |
5.5% |
4.7% |
6.7% |
| Balanced |
1.0% |
5.7% |
5.7% |
5.0% |
3.7% |
5.4% |
4.4% |
7.1% |
| Balanced Growth |
1.1% |
7.3% |
7.3% |
5.5% |
3.1% |
5.2% |
3.5% |
7.0% |
| Growth Portfolio |
1.3% |
8.8% |
8.8% |
7.2% |
4.0% |
6.5% |
3.2% |
7.6% |