Total EQUITY COMPOSITE
The Dixon Mitchell Total Equity Composite captures the weighted average performance of 100% equity accounts which include Dixon Mitchell’s non-Canadian allocation. Foreign stocks are selected to provide diversification into industries not well-represented in Canada.
This table compares our composite returns for periods since the portfolio’s inception in June 2000 to those of a Custom Index which blends the TSX 60 and S&P 500 total return indices.
View/Print as a PDF| June 31, 2010 | Q2-10 | 1 year | 3 year* | 5 year* | 10 year* | Since inception* |
| Dixon Mitchell TOTAL Equity | -4.8% | 9.6% | -5.1% | 2.8% | 5.0% | 5.0% |
| Custom Index** | -6.3% | 6.9% | -5.5% | 2.9% | 0.3% | 0.3% |
* Inception date June 30, 2000; returns for periods greater than 1 year have been annualized
**Custom Index comprises the following weightings: 70% S&P/TSX 60 Total Return Index, 30% S&P500 ($Cdn) Total Return Index
This chart graph outlines the performance of the Dixon Mitchell Total Equity Composite since we introduced it in June of 2000.
