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Assets under management is comprised of Kaleo holdings at National Bank Independent Network, Group Savings Plans, and Segregated Funds.
>$300 Million Assets Under Management*
Qube Investment Management Inc. is a registered portfolio management firm in the Provinces of Alberta and British Columbia and was a registered portfolio management firm on June 25, 2012. Any return period cited before this date was prior to QIM being registered as a portfolio management firm. Inception was Jan 1, 2011 and all returns are for a modelled portfolio initiated at $500,000.
14.2% Average Return Since Inception (Jan 3, 2011)*
First 36 Months
- $250-$500K 1.75% MER
- $500K-$1M 1.6% MER
- $1-$3M 1.2% MER
- $3-$5M 1.1% MER
After 36 Months
- $250-$500K 1.45% MER
- $500K-$1M 1.3% MER
- $1-$3M 0.9% MER
- $3-$5M 0.8% MER