David W. Page, CFP. CPCA.
778-470-3100
Financial Security with 
Peace of Mind™

Model Portfolios

Voted Top Certified Financial Planner in Kamloops 7 Years In A Row

Your Retirement Plan must
contain 3 primary ingredients

Flexibility – to be able to change your investments: As your Personal needs change, As tax laws change, As the economy changes.
A co-ordinated use of both Asset Allocation and Sector Management, to take advantage of both the ups and downs in the markets.
A return that equals or betters the projected return in your Plan or your Plan will not achieve your goals.
Rates To:
NOVEMBER 13 , 2020
Rates From:
JAN 01 2013
JAN 01 2018
YTD
High Growth Portfolio
18.57%
25.12%
41.42%
High Growth Portfolio II
-
27.24%
45.71%
Equity Portfolio
16.19%
22.14%
32.01%
Balanced Portfolio
14.79%
17.96%
21.93%
Dividend Portfolio
13.10%
12.45%
11.52%
Global Balanced Portfolio
14.26%
11.47%
12.82%
SRI Balanced Portfolio
10.93%
12.76%
15.87%
Fixed Income Portfolio
4.85%
3.81%
3.56%

is your portfolio stacking up?

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The rate of return figures are annualized for periods greater than one year. They are calculated using the dollar-weighted (internal rate of return) formula, and are based on a lump sum invested on Jan 1, 2013, with no additions or surrenders. All annual results for the individual funds in each portfolio are based on information provided by MorningStar.

This is not an official account statement and this portfolio summary is supplemental to the FundEX Investments Inc. statement. The MFDA’s Investor Protection Corporation does not necessarily apply to all the positions disclosed. Please refer to FundEX’s official account statement to determine client assets that are eligible for coverage. FundEX cannot verify the accuracy of information relating to other financial service products that are not offered through or held by FundEX or a related company of FundEX. Mutual Funds Provided Through FundEX Investment Inc. The information contained herein was obtained from external sources believed to be reliable as of the time of printing. Any discrepancies identified must be reported immediately.
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