EdgePoint Wealth Management

This quarter Derek Skomorowski talks about risks in fixed-income investing and why it's important to fish where the best investment opportunities are. Published July 10, 2020.

Commentary text:

https://edgepointwealth.com/en/Insights/Commentary/2020-Q2-Fixed-income-commentary

Sources:

https://edgepointwealth.com/en/Insights/Commentary/2020-Q2-Fixed-income-commentary#Sourcematerial

Returns:

Portfolio performance as at June 30, 2020

Annualized, total returns and in C$.

EdgePoint Global Growth & Income Portfolio, Series A

YTD: -10.39%; 1-year: -9.12%; 3-year: 0.81%; 5-year: 3.56%; 10-year: 9.33%; since inception (11/17/2008 to 06/30/2020): 10.46%

EdgePoint Canadian Growth & Income Portfolio, Series A

YTD: -14.14%; 1-year: -9.52%; 3-year: 2.22%; 5-year: 1.13%; 10-year: 5.59%; since inception (11/17/2008 to 06/30/2020): 8.09%

Disclaimers:

Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at www.edgepointwealth.com/en/Disclaimers

This quarter, portfolio manager Tye Bousada discusses seven things we know to be true even in this uncertain environment. Published April 3, 2020.

Commentary text:

https://edgepointwealth.com/en/Insights/Commentary/2020-Q1-EdgePoint-commentary

Sources:

https://edgepointwealth.com/en/Insights/Commentary/2020-Q1-EdgePoint-commentary#Sourcematerial

Disclaimers:

Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at www.edgepointwealth.com/en/Disclaimers

This quarter, portfolio manager Frank Mullen talks about the rarely seen high-yield opportunities in today’s volatile fixed-income environment. Published April 3, 2020.

Commentary text:

https://edgepointwealth.com/en/Insights/Commentary/2020-Q1-Fixed-income-commentary

Sources:

https://edgepointwealth.com/en/Insights/Commentary/2020-Q1-Fixed-income-commentary#Sourcematerial

Disclaimers:

Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at www.edgepointwealth.com/en/Disclaimers