Investor type
Our Conservative portfolios have around 35% equity allocation. These have been designed for a conservative investor desiring a slightly larger equity component. If you prefer stability and a modest return, this portfolio is for you. You should be willing to accept that there are short-term market fluctuations but also hold a long-term perspective.
Performance
Thank you for visiting our page. We are excited to inform you that we are currently in the process of rebuilding this page to enhance your experience. We understand that the performance information is important to you. Our team is working hard to deliver a new and improved version of this page that will meet your needs. We encourage you to check back soon to see the exciting changes we have in store for you.
Your portfolio will be invested in the asset classes below, and may change based on your time horizon, tax bracket, account type, and existing holdings. For a complete list of the securities you may hold under each asset class, visit this article. You can read more about our security selection process here.
Asset class |
Allocation |
Global equities |
10.00% |
Emerging market equities |
6.09% |
Gold |
2.50% |
International equities |
5.80% |
U.S. equities |
8.88% |
Canadian equities |
4.23% |
Canadian short-term bonds |
8.00% |
Government bonds |
17.00% |
Canadian aggregate bonds |
37.50% |
The MER of this portfolio is 0.16% and the management fee of this portfolio is 0.50%.
Comments
0 comments
Please sign in to leave a comment.