BALANCED COMPOSITE
The Dixon Mitchell Balanced Composite captures the performance of all portfolios we manage with a mix of stocks and bonds, where equity allocation is 50% or more of assets. The equity component of the Balanced Composite is comprised of both Canadian and non- Canadian stocks. The growth of this portfolio is compared to a Custom Index* balanced benchmark with similar asset class weightings in the performance table below.
| March 31, 2010 | Q1-10 | 1 year | 3 year* | 5 year* | Since inception* |
| Dixon Mitchell BALANCED | 1.6% | 23.6% | -0.1% | 5.0% | 5.6% |
| CUSTOM INDEX** | 1.6% | 21.9% | -0.2% | 5.0% | 2.9% |
* Inception date June 30, 2000; returns for periods greater than 1 year have been annualized
**Custom Index comprises the following weightings: 50% S&P/TSX 60 Total Return Index, 15% S&P500 ($Cdn) Total Return Index, and 35% Scotia Capital Cdn. Bond Universe
This chart graph outlines the performance of the Dixon Mitchell Balanced Composite since we introduced it in June of 2000.
