Portfolio Performance*

As of July 31, 2026

(click links for portfolio profile information)

Click HERE to see the Justwealth Performance vs the Canadian Banks

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Portfolio1 mth3 mths1 yr3 yr5 yr10 yrSince inception
Justwealth Global Conservative Growth Portfolio-0.871.647.239.074.194.825.05
Justwealth Global Moderate Growth Portfolio-0.812.7311.5011.676.446.907.13
Justwealth Global Balanced Growth Portfolio-0.593.7816.2514.608.979.009.17
Justwealth Global Advanced Growth Portfolio-1.014.0518.6215.589.629.34
Justwealth Global High Growth Portfolio-1.094.4821.4817.1110.7910.3710.54
Justwealth Global Maximum Growth Portfolio-1.035.4026.8020.3413.3712.3512.51
Justwealth Low Volatility Equity Portfolio0.227.1719.0116.8810.1510.26
Justwealth Global Equity Portfolio-1.646.5723.7418.17
Justwealth Global Tax-Efficient Conservative Growth Portfolio-0.222.589.4510.835.345.615.75
Justwealth Global Tax-Efficient Moderate Growth Portfolio-0.223.5713.4013.557.497.607.72
Justwealth Global Tax-Efficient Balanced Growth Portfolio-0.484.3318.0516.379.519.299.39
Justwealth Global Tax-Efficient Advanced Growth Portfolio-0.734.6120.1417.3610.4111.35
Justwealth Global Tax-Efficient High Growth Portfolio-1.044.8422.3918.3311.2410.8210.96
Justwealth Global Tax-Efficient Maximum Growth Portfolio-1.315.4027.7721.1113.9012.8313.03
All returns shown in percent (%). A dash (—) means the portfolio has not been active long enough to report performance for that period.

*Rates of return are calculated using a time-weighted rate of return methodology based on model portfolio holdings, including portfolio changes, and should be considered hypothetical. Actual account performance may vary due to cash flows, differences in holding allocations or other factors. All returns are presented net of ETF management expense ratios and a Justwealth management fee of 0.5%. Rates of return are presented for the time period indicated unless the time period exceeds one year in which case rates of return have been annualized. All returns are expressed in Canadian dollars except for the portfolios under the USD tab which are expressed in U.S. dollars. The inception date for all portfolios can be found on the portfolio fact sheet by clicking on the portfolio name. Past performance is not a guarantee of future returns.

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