Fund Performance

Explore the robust performance of our mortgage investment fund. We aim to provide transparency and insights into our historical and current returns, ensuring you have the information needed to make informed investment decisions.

Helping Investors Elevate Their Financial Goals

FUND PERFORMANCE

At Westboro MIC, we prioritize transparency in our fund performance to provide investors with a comprehensive view of our opportunities. By sharing detailed performance metrics and historical data, we aim to empower you with the knowledge needed to make confident investment decisions. Our commitment to transparency ensures that investors and advisors can perform effective due diligence and make informed investment decisions.

9.80%

Compounded net yield for 2023

Mortgage investments are not guaranteed, returns may fluctuate, and past performance may not be repeated.

Inquiries: investor.info@westboromic.com

10.69%

Monthly non-compounded annualized yield for November 2024

Mortgage investments are not guaranteed, returns may fluctuate, and past performance may not be repeated.

Inquiries: investor.info@westboromic.com

Fund Fact Sheet PDF (English)

Fund Fact Sheet PDF (French)


Get To Know Our Fund

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The Westboro Mortgage Investment Fund strives to be a consistent fixed income solution that produces above average risk-adjusted returns for investors

Annual Net Yield Return (%) F-Class*

2023

9.8%

2022

7.7%

2021

6.7%

2020

6.4%

2019

6.6%

2018

6.6%

2017

6.7%

*The fund net yield assumes compounding.

This does not represent an offering of securities. The securities described herein are only available to Accredited Investors in Canada through registered dealers in accordance with applicable securities laws. The information disclosed in this summary is incomplete.