Part of the Capital Growth sleeve, the Edgepoint Global Portfolio is expected to deliver above average returns over time. Through periodic rebalancing we use those returns to replenish any withdrawals and build up your cash reserves. In our regular review meetings with the Edgepoint team, and all other Investment Partners, our goal is to ensure everything you own continues to fulfill the role we need it to.
The December Quarterly Update from the Edgepoint Global Portfolio team can be found here.