Statistics

30 Remarkable Years
Global Balanced (Canadian Bias) Composite

Letko Brosseau Added Value

Client assets under management

All Natural, No Alternatives.
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Independent for 30 years, Letko Brosseau has provided clients consistent outperformance.

No alternative investments.
No alternative facts.

Simple ingredients:

  • Low cost
  • Long-only investments
  • No leverage
  • All public market holdings
  • Fundamental research
  • A talented team

Try our recipe for investment success.

  • Balanced
  • Global Equity
  • Canadian Equity
  • Emerging Markets Equity
  • Fixed Income
All Natural, No Alternatives.

30

$

Billion in firm assets under management

11.9

%

Annualized returns over 30 years, and

4.0

%

Annualized benchmark outperformance

Performance results referenced above are annualized and presented in Canadian dollars gross of fees for the Letko Brosseau Global Balanced (Canadian Bias)
Composite. This $12.9 billion composite includes all discretionary balanced mandates with a bias towards Canadian equities and asset mix targets within the ranges
of 30-70% for fixed income and 30-70% for global equities. The benchmark is 5% FTSE TMX 91 day T-bill Total Return Index, 40% FTSE TMX Universe Bond Total
Return Index, 20% S&P/TSX Composite Total Return Capped Index and 35% MSCI World Total Return Net Index. The benchmark from January 1, 2001 to May 31,
2007 was 5% FTSE TMX 91 day T-bill Total Return Index, 40% FTSE TMX Universe Bond Total Return Index, 30% S&P/TSX Composite Total Return Capped Index
and 25% MSCI World Total Return Net Index. The benchmark from January 1, 1988 to December 31, 2000 was 5% FTSE TMX 91 day T-bill Total Return Index, 40%
FTSE TMX Universe Bond Total Return Index, 35% TSE 300 Composite Total Return Index adjusted to cap the weighting of any associated group of equities at 10%
of the index and 20% MSCI World Total Return Net Index. Past performance does not guarantee future results.

*Peer comparison universe is the $650 billion RBC Investor & Treasury Services Canadian Defined Benefit Plans Universe, dated December 31, 2017.