Marquis Institutional Solutions Products
Enjoy a reassuring level of exclusive investment oversight.
Marquis Institutional Solutions feature underlying Funds managed by prominent firms which generally serve institutional investors like pension funds, and high net worth clients.
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| Daily Price $ 07-28-25 |
Performance % 06-30-25 |
Annual Return % | Documents | |||||||||||||||||
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| Series | NAV | chg $ | chg % | 1 yr | 3 yrs | 5 yrs | 10 yrs | Incep | Date | 1 mo | 3 mo | 6 mo | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | ||
Fixed Income
1
| Daily Price $ |
Performance % |
Annual Return % | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Series | NAV | chg $ | chg % | 1 yr | 3 yrs | 5 yrs | 10 yrs | Incep | Date | 1 mo | 3 mo | 6 mo | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |||||||
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Fixed Income
1
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Marquis Institutional Bond Portfolio
Total funds
$111.05 MM
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| F Currency | 8.0051 | 0.0021 | 0.03 | 5.70 | 4.39 | -0.25 | 1.41 | 1.35 | 04/27/15 | 0.12 | -0.47 | 1.20 | 1.20 | 4.80 | 6.60 | -11.27 | -2.71 | 7.77 | |||||||
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Global Balanced
3
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Marquis Institutional Balanced Growth Portfolio
Total funds
$90.68 MM
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| F Currency | 17.1737 | -0.0189 | -0.11 | 10.71 | 11.06 | 6.44 | 6.39 | 6.71 | 03/25/14 | 2.14 | 4.42 | 2.66 | 2.66 | 15.01 | 12.37 | -16.02 | 9.29 | 15.32 | |||||||
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Marquis Institutional Balanced Portfolio
Total funds
$131.14 MM
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| F Currency | 15.2285 | -0.0115 | -0.08 | 9.56 | 9.52 | 4.92 | 5.33 | 5.64 | 03/25/14 | 1.66 | 3.21 | 2.31 | 2.31 | 12.65 | 11.09 | -15.05 | 6.53 | 13.81 | |||||||
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Marquis Institutional Growth Portfolio
Total funds
$36.75 MM
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| F Currency | 17.8467 | -0.0254 | -0.14 | 11.83 | 12.59 | 8.00 | 7.52 | 7.29 | 04/27/15 | 2.59 | 5.54 | 2.91 | 2.91 | 17.54 | 13.68 | -16.92 | 12.01 | 16.71 | |||||||
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Canadian Equity
1
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Marquis Institutional Canadian Equity Portfolio
Total funds
$67.23 MM
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| F Currency | 15.3675 | -0.0610 | -0.40 | 18.25 | 14.20 | 13.25 | 7.13 | 6.56 | 04/27/15 | 1.89 | 7.81 | 5.44 | 5.44 | 20.60 | 13.52 | -10.04 | 23.34 | 3.34 | |||||||
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Global Equity
2
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Marquis Institutional Equity Portfolio
Total funds
$26.57 MM
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| F Currency | 23.8085 | -0.0423 | -0.18 | 13.02 | 14.57 | 9.92 | 8.92 | 8.63 | 04/27/15 | 3.20 | 6.93 | 3.13 | 3.13 | 20.74 | 15.41 | -18.42 | 15.67 | 18.91 | |||||||
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Marquis Institutional Global Equity Portfolio
Total funds
$191.18 MM
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| F Currency | 16.7070 | -0.0141 | -0.08 | 10.91 | 14.80 | 8.52 | 9.60 | 10.25 | 03/25/14 | 3.78 | 6.57 | 2.18 | 2.18 | 20.86 | 16.33 | -21.87 | 12.47 | 25.88 | |||||||