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PortfolioVerus High Income

Alpha

3.24%

Downside Capture

66.27%

Annualized Return

9.78%

Inception

11/1/2009

Investment Objective & Purpose

The Verus High Income Portfolio has been designed by Verus Financial to provide a platform for private clients to invest in mostly large-cap, publicly traded Canadian dividend-paying common stocks and REITs providing a high potential cash payout.

The objective is to provide investors with consistent, long-term positive returns by investing in a diversified portfolio of high-quality, chiefly large capitalization Canadian dividend-paying equities.

Portfolio Snapshot

Mandate NameVerus High Income
Base CurrencyCanadian Dollar
Number of Holdings26
Broad Category GroupCanadian Equity
BenchmarkS&P/TSX Composite TR

Investment Growth of $100,000

Time Period: Since Common Inception 11/1/2009 to 9/30/2023


Trailing Returns (%)

Calculation Benchmark: S&P/TSX Composite TR

YTD1 Year3 Years5 Years10 YearsSince Common Inception
Verus High Income2.612.617.278.86.489.78
Benchmark (VHIN)11.7311.7310.0111.167.937.77
S&P/TSX Composite TR11.7511.759.5911.37.627.89

Portfolio Statistics

Time Period:
Since Common Inception (11/1/2009 to 12/31/2023)


Calculation Benchmark:
S&P/TSX Composite TR


InvBmk1
Alpha3.240.00
Beta0.801.00
R267.05100.00
Std Dev10.9311.24
Up Capture Ratio88.93100.00
Down Capture Ratio66.27100.00
Sharpe Ratio0.800.62

Risk-Reward

Time Period:
Since Common Inception (11/1/2009 to 12/31/2023)


Calculation Benchmark:
S&P/TSX Composite TR

Are you interested in learning more about the Verus High Income Growth portfolio?

At Verus Financial, we understand that the world of investing is vast and complex, with endless opportunities in various asset classes. That’s why we focus on identifying and bringing together the most talented and unique investment managers, each with their own area of expertise. We work with a range of specialists across different asset classes, from fixed income to equities to alternatives, to ensure that our clients’ portfolios are managed by experts in each field.

Disclaimer

National Bank Financial – Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).

The opinions expressed herein do not necessarily reflect those of National Bank Financial. The particulars contained herein were obtained from sources we believe to be reliable, but are not guaranteed by us and may be incomplete. The opinions expressed consider a number of factors including our analysis and interpretation of these particulars, such as historical data, and are not to be construed as a solicitation or offer to buy or sell the securities mentioned herein. Unit values and returns will fluctuate and past performance is not necessarily indicative of future performance. Important information regarding a fund may be found in the prospectus. The investor should read it before investing.