Our returns
Transparency and rigour are at the core of our approach. View the returns of our investment funds.
Transparency and rigour are at the core of our approach. View the returns of our investment funds.
Primarily North American equities. Returns are presented after the impact of the Canadian dollar versus the U.S. dollar.
This index uses 2 selection criteria based on cleaned and standardized accounting data, applied to S&P 500 and S&P/TSX securities. The Diamond Fund has been available to our clients since 2024, so we do not yet have long-term returns to publish.
Also known as the McLean Capital Fixed Income Fund. The equivalent of a savings account with higher interest rates. Only available for clients who have investments in the McLean Capital Fund or the Diamond Fund.
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 range from 0.2% to 1.5% per year (plus taxes) of assets under management. There may also be fees charged by our partners, which can represent between 0.1% and 0.2% per year. There may also be a performance fee (for the McLean Capital Fund only) in years when returns are more significant.
Since March 2015, McLean Capital has been registered with the Autorité des marchés financiers as a portfolio manager and derivatives portfolio manager. McLean Capital's equity portfolio returns have been audited since 2012.
Contact us to learn more about our funds and how we can help you achieve your financial goals.
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