Model Portfolios

Aggressive Portfolio - Global Solution

If you’re investing primarily to see your assets grow over the long-term and you tend to have a very high tolerance for portfolio volatility and potential loss of capital, the Aggressive Global Solution model portfolio may be right for you. As an aggressive investor, you’re less concerned with security and more concerned with long-term capital appreciation. The model portfolio seeks to provide long-term capital growth by allocating assets primarily to a diversified basket of equity securities, the majority of which are U.S., international and emerging markets holdings. The portfolio also invests in certain small capitalization equities. Click here for PDF

Asset Allocation

Asset Allocation

Volatility

Volatility

Equities

WeightAsset ClassManagement
Fee %
Distribution
iShares MSCI Emerging Markets Index Fund
15%
Emerging Markets Equities0.82Semi-Annual
iShares S&P/TSX Capped Composite Index Fund
10%
Canada Broad Equities0.25Quarterly
iShares MSCI EAFE Index Fund (CAD Hedged)
35%
International Equities0.50Semi-Annual
iShares S&P 500 Index Fund (CAD-Hedged)
30%
US Large Cap Equities0.24Semi-Annual
iShares Russell 2000 Index Fund (CAD-Hedged)
10%
US Small Cap Equities0.35Semi-Annual
Weighted Average Managment Fee: 0.43%

An easy and inexpensive way to invest is to consider one of our complete portfolios, or ‘fund of funds’. You can use them to build an entire portfolio in just one trade, or to round out or complete an existing portfolio.