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MOKA

INTELLIGENT
WEALTH
MANAGEMENT

TYPES OF ACCOUNTS

TFSA

RRSP

NON-REGISTERED

Moka Model Portfolio Performance
Net of fees · As of June 30, 2025
PORTFOLIO
ASSET MIX
1m
3m
ytd
1 year
3 year
5 year
10 year*
EQUITY GROWTH
100% equity
4.11%
5.01%
0.60%
14.09%
19.24%
16.46%
14.68%
Balanced Growth
70% equity
30% fixed income
3.01%
3.51%
1.09%
11.51%
14.49%
11.29%
10.83%
Balanced
50% equity
50% fixed income
2.27%
2.50%
1.41%
9.79%
11.32%
7.84%
8.26%
Balanced Income
70% fixed income
30% Money market
0.37%
0.20%
1.98%
4.88%
3.63%
0.28%
1.84%
Cautious Income
100% money market
0.21%
0.66%
1.39%
3.44%
4.17%
2.77%
1.85%
*10 year performance for the Moka portfolios is not available. Numbers are based on historical S&P indices that closely match the composition of the Moka portfolios.
1m
4.29%
3m
5.18%
ytd
0.76%
1 year
14.84%
3 year
21.97%
5 year
16.68%
10 year*
14.68%
** Benchmark returns are shown gross of fees. Portfolio returns reflect actual net-of-fee performance.

MODEL PORTFOLIOS

EQUITY GROWTH

BALANCED GROWTH

BALANCED

BALANCED INCOME

CAUTIOUS INCOME

compare the portfolios

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CIPF COVERAGE

MOKA ACCOUNTS HELD WITH CI INVESTMENT SERVICES, A CUSTODIAN, ARE PROTECTED BY CIPF IN ACCORDANCE WITH ITS COVERAGE POLICY. A BROCHURE DESCRIBING THE SCOPE AND NATURE OF COVERAGE, AS WELL AS THE LIMITATIONS AND EXCLUSIONS OF COVERAGE, IS AVAILABLE UPON REQUEST OR AT WWW.CIPF.CA. CI INVESTMENT SERVICES IS A CIRO MEMBER.

Portfolio Manager

Investment accounts through Moka are opened with Mogo Asset Management Inc., a registered portfolio manager.

FAQ

FAQ

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POLICIES

MOKA'S PRIVACY POLICY

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MOKA'S TERMS & CONDITIONS

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