Estimated Growth with BIAS Equities Fund

Risk Rating

Use our dashboard to understand how your investment could perform with the BIAS Equities Fund.

Hypothetical growth is for illustrative purposes. The reported values are hypothetical and cannot be guaranteed. Hypothetical performance refers broadly to looking backwards with the benefit hindsight, to present a conservative estimate of future returns without foresight. As a result, the reader is cautioned not to place undue reliance on forward-looking statements..
Investing and investments involve the risk of losing money and the client should be prepared to bear losses as future returns are unpredictable. These risks may materially affect the performance of the funds. Share prices, net asset values, and investment returns will fluctuate. The BIAS Equity Fund invests in a diversified group of large cap equity assets, primarily, common shares. Equity share prices are typically more volatile than other types of securities and tend to fluctuate widely as does the NAV of the BIAS Global Equity Fund. The BIAS Global Equity Fund dashboard is a hypothetical model for a person with a higher tolerance for risk and, more experienced investors with a longer timeline who are comfortable with fluctuations in the market and taking on more risk and volatility in exchange for potential returns.
This is an estimated performance of equity securities and does not reflect actual or future returns. We have estimated an annualised, assumed return of 9.3% for a 30-year period. One cannot expect to achieve a 9.3% return year-over-year. The hypothetical annualised return of 9.3% assumes the reinvestment of income (dividends) and capital gains, and no withdrawals. Returns (performance) are reported as net and are calculated after management fees have been deducted. Performance does not include any additional fees and costs, which, if included, would lower the overall return to the client. Please visit our Disclosures webpage to read the full disclaimer.