Marquis Portfolio Solutions Products
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 $ 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 | ||
Global Balanced
6
| 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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Global Balanced
6
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Marquis Balanced Class Portfolio
Total funds
$26.96 MM
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| F Currency | 12.8884 | -0.0613 | -0.47 | 12.08 | 4.83 | 5.09 | - | 4.92 | 04/27/15 | -0.57 | 1.09 | 7.06 | 2.43 | 12.45 | 9.25 | -14.06 | 6.69 | 10.43 | |||||||
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Marquis Balanced Growth Class Portfolio
Total funds
$39.13 MM
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| F Currency | 13.6965 | -0.1093 | -0.79 | 13.53 | 5.91 | 6.60 | - | 5.80 | 04/27/15 | -1.19 | 1.15 | 8.19 | 2.41 | 15.32 | 10.08 | -14.94 | 9.31 | 12.15 | |||||||
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Marquis Balanced Growth Portfolio
Total funds
$253.58 MM
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| F Currency | 14.8863 | -0.1193 | -0.80 | 13.66 | 5.97 | 6.63 | 5.82 | 6.41 | 03/25/14 | -1.50 | 0.95 | 8.48 | 2.19 | 15.77 | 10.13 | -14.98 | 9.55 | 11.83 | |||||||
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Marquis Balanced Income Portfolio
Total funds
$135.79 MM
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| F Currency | 8.4992 | -0.0312 | -0.36 | 11.05 | 4.71 | 4.94 | 4.72 | 5.65 | 07/23/13 | 0.34 | 1.09 | 5.07 | 2.40 | 10.50 | 8.30 | -10.35 | 7.95 | 6.01 | |||||||
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Marquis Balanced Portfolio
Total funds
$180.40 MM
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| F Currency | 12.2922 | -0.0570 | -0.46 | 12.26 | 4.87 | 5.19 | 4.93 | 5.49 | 03/25/14 | -0.92 | 0.98 | 7.36 | 2.17 | 12.98 | 9.24 | -14.15 | 7.03 | 10.89 | |||||||
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Marquis Growth Portfolio
Total funds
$357.76 MM
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| F Currency | 15.2343 | -0.1729 | -1.12 | 15.19 | 7.12 | 7.95 | 6.57 | 9.29 | 11/14/08 | -1.83 | 1.09 | 9.51 | 2.35 | 18.70 | 10.95 | -15.87 | 12.52 | 11.30 | |||||||
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Global Equity
1
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Marquis Equity Portfolio
Total funds
$100.25 MM
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| F Currency | 22.6522 | -0.3478 | -1.51 | 17.24 | 8.52 | 9.71 | 7.61 | 9.36 | 07/23/13 | -2.40 | 1.22 | 11.11 | 2.56 | 22.42 | 11.84 | -16.83 | 15.89 | 12.07 | |||||||