Annualized

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BonaVista Funds - Performance - Annualized
For the periods ending
December 31 2011		 3 Mo (%) 1 Yr (%) 2 Yr (%) 3 Yr (%) 5 Yr (%) 10 Yr (%) Since Inception Inception Date
BonaVista Bond 2.1 10.4 8.6 7.7 6.7 6.7 7.9 Feb-95
BonaVista Balanced 4.2 -3.8 3.8 9.7 1.8 6.2 8.5 Feb-95
BonaVista Private Balanced 5.2 -2.2 4.5 10.2 1.9 5.9 8.0 Jul-95
BonaVista Canadian Equity 5.2 -11.5 1.5 14.9 0.4 7.5 9.8 Feb-95
BonaVista U.S. Equity 11.6 2.3 4.6 5.0 -4.3 -0.4 7.2 Feb-95
BonaVista International 2.1 -8.5 1.5 6.5 -4.8 3.5 6.9 Feb-95
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Updated as of December 31, 2011.

 

The three month rate of return is a simple return on investment (not annualized).  All performance figures are gross of fees.

 

PHN Fund

BonaVista also offers two prospectused mutual funds, which are distributed by Phillips, Hager & North:

  • BonaVista Global Balanced Fund
  • BonaVista Canadian Equity Value Fund

For more information on these funds please contact Phillips, Hager & North at 1-800-661-6141 or visit their website at www.phn.com.

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