Tel: 780-945-5230
Tel: 1 800-661-7423

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BMO Nesbitt Burns
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
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Performance Update - Fall 2019

Posted on: October 31, 2019

Below are the gross annualized returns for some of our top performing investment strategies to the end of September 2019.
 
For detailed investment profiles, please contact us directly.
 


Global Growth Equity Portfolio

  • YTD Return:    21.1%
  • 3yr Return:     14.6%
  • 10yr Return:   10.9%
  • 5yr Upside Capture 116.8% vs. Downside Capture only 69.7%
 

North American Equity Portfolio

  • 1yr Return:    15.8%
  • 3yr Return:    14.3%
  • 5yr Return:    15.5%
  • 5yr Upside Capture 92.5% vs. Downside Capture only 22%
 

All-Inclusive Wealth Management Services

  • Free BMO Private Banking premium plan
  • Individual Pension Plans for business owners and incorporated professionals
  • Integrated Cross-Border Wealth Management between Canada and the U.S.

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