Performance
Performance Summary
Composite Performance Summary
| Composites | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since Inception |
Inception Date |
| Core Balanced – Gross of Fees | 5.1 | 5.8 | 4.7 | 5.1 | 7.0 | 7.4 | Jun-94 |
| – Net of Fees | 4.3 | 4.9 | 3.8 | 4.2 | 6.1 | 6.4 | Jun-94 |
| Income Balanced – Gross of Fees | 4.9 | 4.6 |
4.0 | 4.3 | 5.7 | 6.2 | Sep-95 |
| – Net of Fees | 3.8 | 3.5 | 2.9 | 3.3 | 4.7 | 5.2 | Sep-95 |
Composite returns are updated quarterly and are shown in Canadian Dollars. Returns are shown as of March 31, 2024 and are annualized for periods greater than 1 year.
Pooled Fund Performance Summary
| Pooled Funds | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since Inception |
Inception Date |
| Canadian Value Pooled Fund – Net of Fees | 5.1 | 7.5 | 6.1 | 5.6 | 5.7 | May-07 |
| Select Shares US Pooled Fund – Net of Fees | 3.5 | 7.9 | 6.7 | 9.2 | 6.4 | May-07 |
Pooled Fund returns are updated monthly and are shown in Canadian Dollars. Returns are shown as of March 31, 2024 and are annualized for periods greater than 1 year.
Hemisphere Capital Management Inc. claims compliance with the Global Investment Performance Standards (GIPS®). Click here to learn more about GIPS® or for composite performance data in accordance with GIPS® presentation requirements. To obtain a GIPS® Composite Report, please contact us at (403) 205-3533.
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