Cumberland Private Wealth Management Inc. 1 800.929.8296 FRANCAIS Client Login

A record of outperformance

Over the past 15 years, Cumberland’s primary equity and income mandates have outperformed their respective benchmark indices.

 

Past performance does not guarantee future results.
1. Includes Cumberland’s composite of portfolios with investment objectives of 100% capital appreciation, invested in Canadian equities. Prior to July 2004, performance was based on a representative portfolio, a pooled fund from September 2009 to June 2014 and a representative portfolio from inception hereto. Total returns are annualized, gross of investment management fees but include all other costs.
2. Benchmark is the S&P/TSX Composite Total Return Index in Canadian dollars.

 

Past performance does not guarantee future results.
1. Includes Cumberland’s composite of portfolios with investment objectives of 100% capital appreciation, invested primarily in North American equities. Total returns are annualized, gross of investment management fees but include all other costs.
2. Benchmark is 50% S&P500 Index and 50% S&P/TSX Composite Total Return Index in Canadian dollars.

 

Past performance does not guarantee future results.
1. Includes Cumberland’s composite of portfolios with investment objectives of 100% capital appreciation invested in global equities. The mandate’s inception was June 2005. Performance to June 2014 includes that of representative portfolio managed by Sukyong Yang at Cumberland and her firm, Concordia Capital. Total returns are annualized, gross of investment management fees but include all other costs.
2. Benchmark is the MSCI World Total Return Index, net of withholding taxes, in Canadian dollars.

 

Past performance does not guarantee future results.
1. Includes Cumberland’s composite of portfolios to August 2008 and the Cumberland Income Fund from its inception in August 2008 onward. Total returns are annualized, gross of investment management fees but include all other costs.
2. Benchmark is the FTSE TMX Bond Universe Total Return Index in Canadian dollars.

We protect capital.

We study political and global economic events, look for secular trends, track relevant supply and demand statistics, research and scrutinize individual securities, and employ innovative techniques such as portfolio insurance—all with the goal of protecting the capital that our clients have entrusted with us.

We find opportunity.

Over time, investments such as stocks, bonds, commodities and real estate fluctuate in value. At Cumberland we invest in areas that are undervalued, and avoid those that are overvalued. This approach has helped our team outperform throughout significant market events and cycles from the 1970s to the present.

We focus on you.

As a client, your portfolio will reflect your individual needs—whether that’s the desire to grow your assets, preserve your wealth, generate a reliable stream of income, or some combination of these objectives. Your Client Portfolio Manager, together with our client service team, is dedicated to providing you with advice and truly personalized service.

 

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