MINIMUM SUBSEQUENT INVESTMENT
The Portfolio is designed to provide long-term capital appreciation from equities blended with fixed-income securities while aiming to reduce volatility. The Portfolio’s target asset mix is 60% equity securities and 40% fixed-income securities combining the safer elements of fixed income investments with the growth potential of equities across various asset classes.
Canadian Fixed Income 30%
Global Fixed Income 10%
Global Equity 46.50%
Canadian Equity 13.50%
This Portfolio was launched in September 2018. No performance is presented because this Portfolio is less than 12 months old.
iShares Core Canadian Universe Bond Index ETF 30.00%
Mackenzie US Large Cap Equity Index ETF 19.50%
Mackenzie International Equity Index ETF 14.50%
Mackenzie Canadian Large Cap Equity Index ETF 13.50%
iShares J.P. Morgan EM Corporate Bond ETF 10.00%
iShares Core MSCI Emerging Markets IMI Index ETF 5.00%
Schwab International Small-Cap Eq ETF 3.75%
iShares Core S&P Small-Cap ETF 3.75%