Performance Returns for Verus Mandates
¹Verus Dividend Growth Benchmark: 90% TSX60 Total Return Index, 5% FTSE TMX Short-Term (1-5yr) Bond Index, and 5% FTSE TMX Money Market 91 Day T-Bill Index
²Verus High Income Benchmark: 95% TSX60 Total Return Index, 5% FTSE TMX Money Market 91 Day T-Bill Index
³Verus Defensive Income Benchmark: 35% S&P/TSX 60 TRI, 50% FTSE TMX Short-Term (1-5yr) Bond Index, and 15% S&P/TSX Total Return Index Preferred Share Index
⁴As of July 2, 2013, Verus North American Dividend is managed by Iris Asset Management
⁵As of Sep 1, 2016, Verus North American Dividend is managed by 1832 Asset Management L.P.
⁶Verus NA Dividend Benchmark: 70% S&P/TSX Composite TRI, 20% S&P 500 TRI, 10% Cash
⁷As of January 2013, Verus US Opportunity is managed by Genus Capital Management
⁸As of Sep 1, 2016, Verus US Opportunities is managed by 1832 Asset Management L.P.
⁹Verus Infrastructure Benchmark: 95% TSX60 TRI & 5% DEX Money Market 91 Day T-bill
10Verus US Focus Growth data is directly sourced from Polen Capital Focus Growth SMA Mandate
11Verus International Growth data is directly sourced from Nuveen International Growth Mandate
Performance returns are gross of management fees and annualized if 12-months or greater.
All performance data represents past performance and is not indicative of future performance.