Balanced Portfolio Overview
For investors with more than one goal – such as preserving assets while seeing growth over time – a balanced portfolio might be a good option. A balanced fund includes bonds, which are typically less volatile but which have historically offered lower returns, and stocks, which are typically more volatile, but which have historically offered higher returns.
Canada Focus
If you’re looking for a way to combine caution with optimism, and prefer to invest primarily in North America, then the Balanced Canada Focus model portfolio may be right for you. The Balanced Canada Focus model portfolio has a bias towards Canadian exposure and includes a 40% allocation to fixed income investments and a 60% allocation to equities. The model portfolio provides a combination of modest income and long-term capital growth and is generally suitable for investors with moderate risk tolerance.
Learn more »Global Solution
If you’re looking for a way to combine caution with optimism, and are comfortable investing more internationally, then the Balanced Global Solution model portfolio may be right for you. The model portfolio has an international bias and includes a 40% allocation to fixed income investments and a 60% allocation to equities. This diversified portfolio provides a balance between modest income and long-term capital growth and is generally suitable for investors with moderate risk tolerance.
Learn more »Volatility
Volatility
Asset Allocation
Asset Allocation
Fixed Income | Management Fee % |
|---|
|
iShares DEX Universe Bond Index Fund
| 25% | 0.30 | ||||||||
|
iShares DEX Real Return Bond Index Fund
| 5% | 0.35 | ||||||||
|
iShares DEX Short Term Bond Index Fund
| 10% | 0.25 | ||||||||
Equity |
||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
iShares S&P/TSX Capped Composite Index Fund
| 30% | 0.25 | ||||||||
|
iShares MSCI EAFE Index Fund (CAD-Hedged)
| 15% | 0.50 | ||||||||
|
iShares S&P 500 Index Fund (CAD-Hedged)
| 15% | 0.24 | ||||||||
| Weighted Average Managment Fee: | 0.30% | ||||
Fixed Income | Management Fee % |
|---|
|
iShares DEX Universe Bond Index Fund
| 15% | 0.30 | ||||||||
|
iShares U.S. IG Corporate Bond Index Fund (CAD-Hedged)
| 10% | 0.30 | ||||||||
|
iShares DEX Real Return Bond Index Fund
| 5% | 0.35 | ||||||||
|
iShares DEX Short Term Bond Index Fund
| 10% | 0.25 | ||||||||
Equity |
||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
iShares S&P/TSX Capped Composite Index Fund
| 10% | 0.25 | ||||||||
|
iShares MSCI EAFE Index Fund (CAD-Hedged)
| 25% | 0.50 | ||||||||
|
iShares S&P 500 Index Fund (CAD-Hedged)
| 25% | 0.24 | ||||||||
| Weighted Average Managment Fee: | 0.33% | ||||
