
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

Volatility
Equities | Weight | Asset Class | Management Fee % | Distribution | ||||
|---|---|---|---|---|---|---|---|---|
| iShares MSCI Emerging Markets Index Fund | 15% | Emerging Markets Equities | 0.82 | Semi-Annual | ||||
| iShares S&P/TSX Capped Composite Index Fund | 10% | Canada Broad Equities | 0.25 | Quarterly | ||||
| iShares MSCI EAFE Index Fund (CAD Hedged) | 35% | International Equities | 0.50 | Semi-Annual | ||||
| iShares S&P 500 Index Fund (CAD-Hedged) | 30% | US Large Cap Equities | 0.24 | Semi-Annual | ||||
| iShares Russell 2000 Index Fund (CAD-Hedged) | 10% | US Small Cap Equities | 0.35 | Semi-Annual | ||||
| Weighted Average Managment Fee: 0.43% | ||||||||

