Total EQUITY COMPOSITE
The Dixon Mitchell Total Equity Composite captures the weighted average performance of 100% equity accounts which include Dixon Mitchell’s non-Canadian allocation. Foreign stocks are selected to provide diversification into industries not well-represented in Canada.
This table compares our composite returns for periods since the portfolio’s inception in June 2000 to those of a Custom Index which blends the TSX 60 and S&P 500 total return indices.
| March 31, 2010 | Q1-10 | 1 year | 3 year* | 5 year* | Since inception* |
| Dixon Mitchell TOTAL Equity | 1.8% | 32.0% | -2.5% | 4.7% | 5.7% |
| Custom Index** | 1.6% | 31.5% | -3.5% | 4.5% | 0.6% |
* Inception date June 30, 2000; returns for periods greater than 1 year have been annualized
**Custom Index comprises the following weightings: 70% S&P/TSX 60 Total Return Index, 30% S&P500 ($Cdn) Total Return Index
This chart graph outlines the performance of the Dixon Mitchell Total Equity Composite since we introduced it in June of 2000.
