Kerrimuir Canadian Balanced Portfolio

A Canadian-Focused Balanced Portfolio with a Value-Oriented Discipline

Kerrimuir Canadian Balanced is designed for investors seeking steady long-term growth with reduced volatility, anchored primarily in Canadian markets.

The portfolio blends Canadian equities with fixed income and selective alternative exposures, emphasizing valuation discipline and diversification to manage risk through market cycles.

Kerrimuir Canadian Balanced

Net Annualized Returns
Kerrimuir Canadian Balanced

YTD
2.8%

1YR
23.0%

3YR
14.5%

5YR
9.1%

SI*
9.8%

 
 

 
 

 
 

* since inception on 01/04/2019

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