Conservative Portfolio Overview
As a conservative investor, you want to grow your assets overall, but you’re more concerned with the risk of losing your principal investment. You may not be comfortable with a lot of ‘ups and downs’ in the value of your assets. As such, you’ll typically hold a greater proportion of ‘safer’ investments, such as bonds or GICs, and a lower proportion of ‘risky’ investments, like stocks.
Canada Focus
If you fit the above description of a conservative investor, and prefer to have the bulk of your portfolio invested in North America, then the Conservative Canada Focus model portfolio may be right for you. The model portfolio is intended to provide income with a strong focus on capital preservation, and a focus on Canadian exposure. The diversified portfolio allocates 75% to fixed income investments and 25% to equity securities.
Learn more »Global Solution
If you fit the above description of a conservative investor, and are comfortable investing more globally, then the Conservative Global Solution model portfolio may be right for you. The model portfolio is intended to provide opportunities to generate income while focusing on capital preservation. The diversified portfolio allocates 75% to fixed income securities and 25% to equity securities, and has a global focus.
Learn more »Volatility
Volatility
Asset Allocation
Asset Allocation
Fixed Income | Management Fee % |
|---|
|
iShares DEX Universe Bond Index Fund
| 50% | 0.30 | ||||||||
|
iShares DEX Real Return Bond Index Fund
| 10% | 0.35 | ||||||||
|
iShares DEX Short Term Bond Index Fund
| 15% | 0.25 | ||||||||
Equity |
||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
iShares MSCI EAFE Index Fund (CAD-Hedged)
| 5% | 0.50 | ||||||||
|
iShares S&P/TSX 60 Index Fund
| 15% | 0.17 | ||||||||
|
iShares S&P 500 Index Fund (CAD-Hedged)
| 5% | 0.24 | ||||||||
| Weighted Average Managment Fee: | 0.29% | ||||
Fixed Income | Management Fee % |
|---|
|
iShares DEX Universe Bond Index Fund
| 35% | 0.30 | ||||||||
|
iShares U.S. IG Corporate Bond Index Fund (CAD-Hedged)
| 15% | 0.30 | ||||||||
|
iShares DEX Real Return Bond Index Fund
| 10% | 0.35 | ||||||||
|
iShares DEX Short Term Bond Index Fund
| 15% | 0.25 | ||||||||
Equity |
||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
iShares MSCI EAFE Index Fund (CAD-Hedged)
| 10% | 0.50 | ||||||||
|
iShares S&P/TSX 60 Index Fund
| 5% | 0.17 | ||||||||
|
iShares S&P 500 Index Fund (CAD-Hedged)
| 10% | 0.24 | ||||||||
| Weighted Average Managment Fee: | 0.31% | ||||
