Annualized

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BonaVista Funds - Performance - Annualized
For the periods ending
March 31 2010		 3 Mo (%) 1 Yr (%) 2 Yr (%) 3 Yr (%) 5 Yr (%) 10 Yr (%) Since Inception Inception Date
BonaVista Bond 1.4 5.5 5.3 5.5 5.3 6.6 7.8 Feb-95
BonaVista Balanced 2.6 27.4 2.0 0.7 5.9 5.5 9.2 Feb-95
BonaVista Private Balanced 2.8 28.5 1.9 0.6 5.5 5.2 8.6 Jul-95
BonaVista Canadian Equity 3.7 51.7 1.0 0.0 8.2 5.9 11.0 Feb-95
BonaVista U.S. Equity 2.8 21.9 -5.0 -9.0 -2.9 0.5 7.6 Feb-95
BonaVista International 1.3 28.2 -6.5 -9.0 1.8 4.1 7.6 Feb-95
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Updated as of March 31, 2010.

 

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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