Contact us: info@mcleancapital.ca
Performance
Date | Performance |
|---|---|
2024 | 11% |
Last 5 years (annualized) | 8% |
Since inception (13 years, annualized) | 12% |
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Stock fund
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Mostly North American equities
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These returns include the impact of the Canadian exchange rate with the US.
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Adequate diversification
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The returns above are presented before fees, as these depend on the amount invested by your family group and the composition of your portfolio with us. Our management fees can vary between 0.2% and 1.5% per year (plus taxes) of the amount under management. There may also be fees charged by our partners. These can range from 0.1% to 0.2% per year. There may also be a performance fee charged in years when returns are higher.
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McLean Capital is registered with the AMF (Autorité des marchés financiers) as a portfolio manager and a derivatives portfolio manager since March 2015. The financial statements of McLean Capital are audited since 2015.
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For the years 2012 to 2014, the returns were audited by an independent accounting firm (see the auditor's report).
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Past performance is not indicative of future results.
Date | Performance |
|---|---|
2024 | 5% |
Since inception (2 years, annualized) | 6% |
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Money-market fund
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Only available to clients that are invested in the McLean Capital Fund or the Diamond Fund.
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The returns above are presented before fees, as these depend on the amount invested by your family group and the composition of your portfolio with us. Our management fees can vary between 0.2% and 1.5% per year (plus taxes) of the assets under management. There may also be fees that are charged by our partners. These can represent between 0.1% and 0.2% per year. There may also be a performance fee charged in years when returns are higher.
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McLean Capital is registered with the AMF (Autorité des marchés financiers) as a portfolio manager and a derivatives portfolio manager since March 2015. The financial statements of McLean Capital are audited since 2015.
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Past performance is not indicative of future results.
Fund webpage: mcleancapital.ca/diamond
This index uses 2 selection criteria based on cleaned and standardized accounting data, and applies these criteria only to S&P 500 and S&P / TSX securities.
The Diamond Fund is available to our clients since 2024. This fund replicates the Diamond Index.
Date | Performance |
|---|---|
2024 | 27% |
Last 5 years (annualized) | 22% |
Last 10 years (annualized) | 21% |
Last 15 years (annualized) | 22% |
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This is an Index. The returns above do not represent the returns of an actual investment fund. They represent the unaudited returns of a stock index created by McLean Capital. The S&P 500 index was created in 1968. We can still obtain its performance in the decades before 1968 because the S&P 500 is an index. Just like the S&P 500 index, it is therefore possible to obtain the returns of the Diamond Index before the creation of the Diamond Fund on August 31, 2024.
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Stock fund
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These returns include the impact of the Canadian exchange rate with the US.
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Diversification from 2006 to 2024: between 44 and 59 positions across many sectors.
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Since 2024, the Diamond Index serves as a resource to identify opportunities for the McLean Capital Fund.
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Performance is presented before fees. The fees of the Diamond Fund are 0.7% + taxes per year. The total fees you pay depend on the amount invested by your family group and the composition of your portfolio with us. Our total management fees can vary between 0.2% and 1.5% per year (plus taxes) of the assets under management. There may also be fees that are charged by our partners. These can represent between 0.1% and 0.2% per year. If you are partly invested in the McLean Capital Fund, there may also be a performance fee charged in years when returns are higher.
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McLean Capital is registered with the AMF (Autorité des marchés financiers) as a portfolio manager and a derivatives portfolio manager since March 2015. The financial statements of McLean Capital are audited since 2015.
-
Past performance is not indicative of future results.