Contact Us

Donaldson Vincent Associates Limited
303-240 Duncan Mill Road Toronto, Ontario M3B 3S6
T: (416) 447-7900
F: (647) 952-1101
www.dvassociates.com

Return by asset type
as at December 31, 2014

	Month of December 31, 2014	1 Year
Canadian Equity
AGF Canadian Stock	-0.61%	2.98%
Cl Canadian Investment	-0.61%	6.68%
Dynamic Power Canadian Growth	-0.88%	10.40%
Fidelity Canadian Disciplined	0.56%	14.41%
Mac Canadian All Cap	-0.90%	6.78%
Mac Canadian Growth	0.09%	22.43%
Trimark Canadian Fund	-2.36%	-3.33%
Canadian Small/Mid Equity
AGF Canadian Small Cap	-0.75%	-1.87%
Front Street Growth	-9.15%	-25.28%
IA Clarington Canadian Small Cap	-0.97%	5.93%
Mac Canadian Small Cap	-0.70%	3.12%
NEI Ethical Special Equity	-1.03%	5.64%
US Equity
AGF U.S. Small-Mid Cap	0.54%	-4.32%
Fidelity Sml Cap America	1.95%	17.24%
Fidelity US Focused Stock	-0.22%	12.29%
Mac US Growth Class	1.99%	18.88%
NEI Northwest US Dividend	1.34%	17.42%
Int'l/Global Equity
Mac Cundill Value	0.32%	2.25%
Capital Group	-0.48%	10.45%
AGF European	-3.86%	-8.10%
AGF International Stock	-3.07%	-3.87%
Mac Ivy Foreign	0.10%	8.32%
Excel China	-0.23%	5.64%
Excel India	-1.04%	52.56%
Global Small/Mid
Fidelity Northstar	0.05%	13.22%
Mac Global Small Cap Growth	0.93%	6.73%
Canadian Balanced
AGF Canadian Asset Allocation	1.44%	7.12%
Fidelity Canadian Asset Allocation	-0.52%	9.79%
Mac Ivy Canadian Balanced	-0.89%	11.11%
Mac Canadian All Cap Balanced	-0.57%	7.12%
Mac Canadian Growth Balanced	0.11%	18.26%
Canadian Bond
Mac Sentinel Corp	-2.20%	0.88%
Mac Sentinel Bond	0.32%	6.57%

Mutual fund data provided by fundata.com
Pooled fund performance from pooled fund
Survey by B.J Vincent Company Limited

Or purchase license

Individual Pension Plan (IPP)