Comprehensive and convenient portfolios that match your objectives.
Marquis Portfolio Solutions are convenient all-in-one portfolios with a range of risk profiles, made up of funds from respected Canadian mutual fund companies.
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Daily Price $ 05-30-25 |
Performance % 04-30-25 |
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 |
Global Balanced
6
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 | |||||||
Global Balanced
6
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Marquis Balanced Class Portfolio
Total funds
$25.35 MM
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F Currency | 13.1847 | 0.0001 | 0.00 | 9.03 | 5.50 | 4.69 | 4.58 | 4.44 | 04/27/15 | -1.01 | -4.25 | 1.15 | -1.35 | 12.45 | 9.25 | -14.06 | 6.69 | 10.43 | |||||||
Marquis Balanced Growth Class Portfolio
Total funds
$36.96 MM
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F Currency | 14.1397 | -0.0109 | -0.08 | 9.57 | 6.34 | 6.08 | 5.39 | 5.23 | 04/27/15 | -1.02 | -5.51 | 1.10 | -2.06 | 15.32 | 10.08 | -14.94 | 9.31 | 12.15 | |||||||
Marquis Balanced Growth Portfolio
Total funds
$230.47 MM
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F Currency | 15.3784 | -0.0116 | -0.08 | 9.42 | 6.30 | 6.09 | 5.46 | 5.86 | 03/25/14 | -0.99 | -6.10 | 0.86 | -2.58 | 15.77 | 10.13 | -14.98 | 9.55 | 11.83 | |||||||
Marquis Balanced Income Portfolio
Total funds
$128.14 MM
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F Currency | 8.5307 | 0.0007 | 0.01 | 8.48 | 5.23 | 4.96 | 4.52 | 5.31 | 07/23/13 | -1.34 | -2.56 | 0.76 | -0.57 | 10.50 | 8.30 | -10.35 | 7.95 | 6.01 | |||||||
Marquis Balanced Portfolio
Total funds
$166.78 MM
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F Currency | 12.5714 | 0.0003 | 0.00 | 8.97 | 5.44 | 4.73 | 4.63 | 5.02 | 03/25/14 | -0.99 | -4.84 | 0.99 | -1.87 | 12.98 | 9.24 | -14.15 | 7.03 | 10.89 | |||||||
Marquis Growth Portfolio
Total funds
$327.58 MM
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F Currency | 15.8962 | -0.0215 | -0.14 | 10.18 | 7.25 | 7.48 | 6.18 | 8.84 | 11/14/08 | -1.00 | -6.96 | 0.92 | -2.99 | 18.70 | 10.95 | -15.87 | 12.52 | 11.30 | |||||||
Global Equity
1
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Marquis Equity Portfolio
Total funds
$90.75 MM
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F Currency | 23.8761 | -0.0461 | -0.19 | 10.93 | 8.30 | 9.21 | 7.13 | 8.63 | 07/23/13 | -1.16 | -8.45 | 0.81 | -3.80 | 22.42 | 11.84 | -16.83 | 15.89 | 12.07 |