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Private Wealth


Private Wealth

Description of strategy

Our private wealth portfolio offers a balanced portfolio that includes alternative investments. We believe alternative investments improve portfolio diversification. Altervest’s Private Wealth portfolio seeks to outperform financial markets in the long term while focusing of capital preservations and tax efficiency. Some of our Altervest products are exclusive to our private wealth clientele.

Additional information

Registered accounts only.

General information
Portfolio manager: Altervest
Broker: NBCN, Virtual Broker
Management fees: 1,0%
Availability: Managed account
Registered accounts: Yes
Backtest result (initial investment : 100 000$)
Yearly backtest performance
Year 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Altervest Private Wealth 5.27% -10.63 30.96% 7.7% 3.34% 7.11% 5.01% 5.33% 6.21% 8.26% 9.83% 6.74%
S&P/ASX blended equity and bond - balance 9.42% -15.05% 17.39% 5.54% 1.96% 12.14% 9.42% 8.73% 5.9% - - -
Outperformance -4.15% 4.4% 13.57% 2.16% 1.38% -5.03% -4.41% -3.4% 0.31% - - -