Pooled Funds

Viewpoint Global Multi-Asset Trust

Globally diversified, risk-allocated multi-asset portfolio

Accredited investor confirmation

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Performance information for the prospectus-exempt series is available only to accredited investors under National Instrument 45-106. Please select the category that describes how you qualify. Viewpoint will independently confirm eligibility before accepting any investment.

This is a self-certification. By confirming, you attest that the selected category applies to you.

Strategy

VMA holds a globally diversified core of equities, bonds, commodities, and currencies — balanced by each asset's contribution to risk rather than by capital — with an active futures overlay that adapts exposure to market conditions. The fund targets a 6–8% annualized net return at roughly 8% volatility, seeking returns comparable to equities over a full market cycle with substantially less concentration risk.

Class A, Series F (CAD)

Prospectus-qualified series launched October 4, 2023.

$10,000$11,000$12,000$13,000$14,000$15,0002023-102024-062025-032025-112026-07
Growth of $10,000 since inception (month-end values). Latest: $14,369 as of 2026-07-28

For illustrative purposes only, this chart shows the change in value of a hypothetical $10,000 investment in this series on a total-return basis — net of fees and expenses, and assuming reinvestment of all distributions. It is used only to illustrate the compound growth rate and is not intended to reflect future values or returns. Past performance may not be repeated.

Historical performance as of 2026-06-30

1Y3Y5Y10YSI (CAGR)
18.6%———14.7%
20242025
16.4%11.3%
Annualized volatility
9.6%
Sharpe (rf = 0)
1.42

Fund documents

Class A, Series F-USD (USD)

Prospectus-qualified series launched October 4, 2023.

$10,000$11,000$12,000$13,000$14,000$15,0002023-102024-062025-032025-112026-07
Growth of $10,000 since inception (month-end values). Latest: $14,157 as of 2026-07-28

For illustrative purposes only, this chart shows the change in value of a hypothetical $10,000 investment in this series on a total-return basis — net of fees and expenses, and assuming reinvestment of all distributions. It is used only to illustrate the compound growth rate and is not intended to reflect future values or returns. Past performance may not be repeated.

Historical performance as of 2026-06-30

1Y3Y5Y10YSI (CAGR)
13.7%———12.9%
20242025
6.8%16.9%
Annualized volatility
10.5%
Sharpe (rf = 0)
1.15

Fund documents

Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. The indicated rates of return are historical total returns, including changes in unit value and reinvestment of all distributions. Returns for periods longer than one year are annualized. The returns do not reflect any sales, redemption, distribution or optional charges, or income taxes payable by an investor, which would have reduced returns. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.

Standard performance is presented as at the most recent month end, in accordance with National Instrument 81-102. Returns are time-weighted total returns, net of fees and expenses. Volatility and Sharpe are computed from monthly returns. For simplicity, a risk-free rate of zero was used; when comparing Sharpe ratios across different investment products, it is prudent to normalize the risk-free rate.

Return and volatility objectives are targets, not guarantees; actual results will vary and may be materially lower.