Our Performance

benchmark performance

One of the Best Return Track Record in Canada: Benchmark manages for its group pension clients a series of portfolios that range from conservative to very aggressive. Since January 2004 or for the past 15 years, investors in these 5 balanced funds have realized annualized returns that have exceeded index returns (composites) by approximately 100 basis points per year, which is well in excess of most balanced funds and other Life asset allocation funds. We also achieved these returns with very few years of underperformance leading to a low standard deviation also defined as less volatile or risky. This value added return reflects Benchmark's ability and capabilities to manage portfolios most prudently and effectively.