Portfolios

The Kerrimuir portfolios investment objective is long-term capital appreciation with reduced volatility compared to traditional broad-based equity market indices. It seeks to achieve its objective by investing in individual stocks, bonds, real-estate, ETFs, and commodities. The fixed-income portion has the potential to offer a defense against market uncertainty while serving as a key source for portfolio re-balancing. The asset allocation is regularly monitored for portfolio re-balancing opportunities and to take advantage of potential lower equity valuations during market downturns.

Kerrimuir Global Balanced

Net Annualized Returns
Kerrimuir Global Balanced

YTD
16.0%

1YR
19.5%

3YR
16.5%

5YR
10.5%

SI*
10.5%

 
 

 
 

 
 

* since inception on 01/07/2019

To learn more about this fund click here

Kerrimuir Canadian Balanced

Net Annualized Returns
Kerrimuir Canadian Balanced

YTD
12.3%

1YR
14.6%

3YR
14.4%

5YR
9.7%

SI*
9.1%

 
 

 
 

 
 

* since inception on 01/04/2019

To learn more about this fund click here

Kerrimuir Global Tactical Index

Net Annualized Returns
Kerrimuir Global Tactical Index

YTD
16.3%

1YR
20.3%

SI*
22.2%

 
 

 
 

 
 

* since inception on 01/07/2023

To learn more about this fund click here

Kerrimuir represents the intersection of legacy, stability, strong values and a deep-rooted connection to nature and the environment. The name also relates to the historic Muskoka - Lake of Bays countryside where Rob’s family has been part of the community as way back as 1879.