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 $ 03-28-25 |
Performance % 02-28-25 |
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 % | |||||||||||||||||||||||
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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
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Marquis Institutional Bond Portfolio
Total funds
$121.11 MM
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F Currency | 8.2160 | 0.0356 | 0.43 | 8.06 | 1.77 | 0.58 | - | 1.48 | 04/27/15 | 1.05 | 1.32 | 4.13 | 2.05 | 4.80 | 6.60 | -11.27 | -2.71 | 7.77 | |||||||
Global Balanced
3
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Marquis Institutional Balanced Growth Portfolio
Total funds
$97.37 MM
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F Currency | 16.1926 | -0.1549 | -0.95 | 12.42 | 6.42 | 7.15 | 6.25 | 6.86 | 03/25/14 | -1.43 | 0.75 | 7.09 | 2.09 | 15.01 | 12.37 | -16.02 | 9.29 | 15.32 | |||||||
Marquis Institutional Balanced Portfolio
Total funds
$139.98 MM
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F Currency | 14.6041 | -0.0908 | -0.62 | 11.48 | 5.38 | 5.69 | 5.22 | 5.80 | 03/25/14 | -0.86 | 0.92 | 6.45 | 2.10 | 12.65 | 11.09 | -15.05 | 6.53 | 13.81 | |||||||
Marquis Institutional Growth Portfolio
Total funds
$38.21 MM
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F Currency | 16.5589 | -0.2136 | -1.27 | 13.48 | 7.54 | 8.66 | - | 7.46 | 04/27/15 | -1.99 | 0.60 | 7.79 | 2.08 | 17.54 | 13.68 | -16.92 | 12.01 | 16.71 | |||||||
Canadian Equity
1
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Marquis Institutional Canadian Equity Portfolio
Total funds
$70.63 MM
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F Currency | 13.8870 | -0.2302 | -1.63 | 14.65 | 9.06 | 10.34 | - | 6.28 | 04/27/15 | -1.50 | -1.85 | 7.10 | 0.59 | 20.60 | 13.52 | -10.04 | 23.34 | 3.34 | |||||||
Global Equity
2
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Marquis Institutional Equity Portfolio
Total funds
$27.83 MM
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F Currency | 21.6628 | -0.3747 | -1.70 | 14.70 | 8.86 | 10.60 | - | 8.83 | 04/27/15 | -2.77 | 0.44 | 8.66 | 2.10 | 20.74 | 15.41 | -18.42 | 15.67 | 18.91 | |||||||
Marquis Institutional Global Equity Portfolio
Total funds
$199.20 MM
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F Currency | 15.2440 | -0.2684 | -1.73 | 14.78 | 8.81 | 10.61 | 9.64 | 10.63 | 03/25/14 | -3.31 | 1.43 | 9.34 | 2.76 | 20.86 | 16.33 | -21.87 | 12.47 | 25.88 |