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 $ 06-12-25 |
Performance % 05-31-25 |
Annual Return % | Documents | |||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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
$27.73 MM
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| F Currency | 13.2067 | 0.0092 | 0.07 | 10.45 | 7.03 | 4.62 | 4.71 | 4.71 | 04/27/15 | 2.95 | -0.86 | 0.22 | 1.56 | 12.45 | 9.25 | -14.06 | 6.69 | 10.43 | |||||||
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Marquis Balanced Growth Class Portfolio
Total funds
$37.75 MM
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| F Currency | 14.2003 | 0.0062 | 0.04 | 11.91 | 8.38 | 6.04 | 5.59 | 5.59 | 04/27/15 | 3.91 | -0.63 | 0.52 | 1.77 | 15.32 | 10.08 | -14.94 | 9.31 | 12.15 | |||||||
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Marquis Balanced Growth Portfolio
Total funds
$234.88 MM
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| F Currency | 15.4443 | 0.0062 | 0.04 | 12.03 | 8.35 | 6.06 | 5.66 | 6.18 | 03/25/14 | 3.95 | -0.90 | 0.04 | 1.27 | 15.77 | 10.13 | -14.98 | 9.55 | 11.83 | |||||||
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Marquis Balanced Income Portfolio
Total funds
$129.46 MM
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| F Currency | 8.5600 | 0.0165 | 0.19 | 8.93 | 6.20 | 5.08 | 4.72 | 5.49 | 07/23/13 | 2.51 | -0.46 | 0.63 | 1.93 | 10.50 | 8.30 | -10.35 | 7.95 | 6.01 | |||||||
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Marquis Balanced Portfolio
Total funds
$167.53 MM
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| F Currency | 12.5931 | 0.0077 | 0.06 | 10.39 | 6.98 | 4.63 | 4.77 | 5.25 | 03/25/14 | 2.91 | -1.16 | -0.19 | 0.99 | 12.98 | 9.24 | -14.15 | 7.03 | 10.89 | |||||||
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Marquis Growth Portfolio
Total funds
$339.99 MM
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| F Currency | 15.9993 | 0.0020 | 0.01 | 13.82 | 9.87 | 7.60 | 6.44 | 9.12 | 11/14/08 | 5.01 | -0.47 | 0.61 | 1.87 | 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
$94.07 MM
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| F Currency | 24.0684 | -0.0051 | -0.02 | 15.83 | 11.59 | 9.43 | 7.47 | 9.12 | 07/23/13 | 6.23 | -0.36 | 0.85 | 2.19 | 22.42 | 11.84 | -16.83 | 15.89 | 12.07 | |||||||