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 $ 05-08-25 |
Performance % 03-31-25 |
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 | |||||||
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Fixed Income
1
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Marquis Institutional Bond Portfolio
Total funds
$116.14 MM
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| F Currency | 8.1067 | -0.0427 | -0.52 | 7.13 | 2.55 | 1.00 | - | 1.43 | 04/27/15 | -0.37 | 1.68 | 1.86 | 1.68 | 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
$91.66 MM
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| F Currency | 16.2538 | 0.0850 | 0.53 | 6.81 | 5.27 | 8.23 | 5.86 | 6.44 | 03/25/14 | -3.70 | -1.69 | 0.98 | -1.69 | 15.01 | 12.37 | -16.02 | 9.29 | 15.32 | |||||||
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Marquis Institutional Balanced Portfolio
Total funds
$133.00 MM
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| F Currency | 14.6087 | 0.0394 | 0.27 | 7.00 | 4.70 | 6.61 | 4.93 | 5.47 | 03/25/14 | -2.91 | -0.87 | 1.26 | -0.87 | 12.65 | 11.09 | -15.05 | 6.53 | 13.81 | |||||||
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Marquis Institutional Growth Portfolio
Total funds
$35.83 MM
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| F Currency | 16.6726 | 0.1276 | 0.77 | 6.70 | 5.90 | 9.97 | - | 6.90 | 04/27/15 | -4.49 | -2.49 | 0.73 | -2.49 | 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
$67.13 MM
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| F Currency | 14.3346 | 0.1244 | 0.88 | 8.78 | 7.10 | 13.95 | - | 5.93 | 04/27/15 | -2.77 | -2.20 | 1.04 | -2.20 | 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
$26.10 MM
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| F Currency | 21.8760 | 0.2351 | 1.09 | 6.40 | 6.65 | 12.12 | - | 8.13 | 04/27/15 | -5.53 | -3.55 | 0.37 | -3.55 | 20.74 | 15.41 | -18.42 | 15.67 | 18.91 | |||||||
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Marquis Institutional Global Equity Portfolio
Total funds
$185.40 MM
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| F Currency | 15.2516 | 0.1777 | 1.18 | 5.45 | 6.52 | 11.30 | 8.85 | 9.85 | 03/25/14 | -6.69 | -4.11 | 0.10 | -4.11 | 20.86 | 16.33 | -21.87 | 12.47 | 25.88 | |||||||