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Cymbria Portfolio

Investment approach

Cymbria's investment objective is to provide shareholders with long-term capital appreciation through an investment in a concentrated portfolio of global equities and an investment in EdgePoint Wealth Management Inc.

Portfolio information

For the quarter ended March 31, 2023

Nov 4, 2008
Start Date
$1.7 billion
Total Assets
Number of Businesses
Portfolio fees
Share ClassStock Symbol1Management fee2MER3TER
  • 1

    Management fee:
    This component of the MER is what you pay us for investment and financial services. We don’t charge this fee on the value of EdgePoint Wealth and, as such, the effective rate will be less than 1%.


    This compensates EdgePoint and includes the management fee, operational costs and sales taxes. The MER isn’t charged directly to you but is paid by Cymbria and ultimately reduces your investment returns.


    The trading expense ratio (TER) represents the trading expenses incurred by Cymbria. These expenses aren't included in the MER but they're still costs borne by the investor and reduce returns. The total cost of ownership is the sum of the MER plus the TER.