The indicated rates of return are for Series M units. As ranked by The Globe and Mail in the Alternative Strategies asset class in the 3 year category out of 497 funds. In the 1 year category the LP’s ranking is 7th. Ranking is subject to change every month. See http://globefunddb.theglobeandmail.com/gishome/plsql/gis.fund_filter?pi_type=B
* The S&P 500 Index is shown in U.S. dollars rather than in Canadian dollars since the LP generally hedges its exposure to the U.S. dollar. Commissions, trailing commissions, management fees and expenses all may be associated with investments. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account sales, redemptions, distributions or optional charges or income taxes payable by any securityholder in respect of a participating fund that would have reduced returns. Funds are not guaranteed, their values change frequently and past performance may not be repeated. The LP is not publicly offered and is only available under prospectus exemption and other exemptions to investors who meet certain eligibility or minimum purchase requirements such as “accredited investors” and generally includes individuals who have net assets of at least $5m, or financial assets of at least $1m or personal or combined spousal income of $200k or $300k, respectively. PORTLAND, PORTLAND INVESTMENT COUNSEL and the Clock Tower Design are registered trademarks of Portland Holdings Inc. Used under licence by Portland Investment Counsel Inc. Portland Investment Counsel Inc., 1375 Kerns Road, Suite 100, Burlington, Ontario L7P 4V7 Tel: 1-888-710-4242 • Fax: 1-866-722-4242 • www.portlandic.com • firstname.lastname@example.org
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