Growth Portfolio Overview
As a growth investor, you’re less concerned with security and more concerned with seeing your money grow over the long-term. You’re generally comfortable with more ‘ups and downs’ in the value of your assets if it means the potential for higher returns over time. As such, you’ll typically hold a small proportion of ‘safer’ investments, such as GICs and bonds, and more – and a greater variety of – ‘volatile’ investments, like stocks.
Canada Focus
If you fit the above description of a growth investor, and prefer to have the bulk of your portfolio invested in North America, then the Growth Canada Focus model portfolio could be right for you. The model, which is biased toward Canadian exposure, allocates 80% of the portfolio to a diversified basket of equity securities which is intended to provide long-term capital growth. The portfolio allocates the remaining 20% to fixed income securities which should provide the potential to earn some income and preserve capital.
Learn more »Global Solution
If you fit the above description of a growth investor, and are comfortable investing more globally, then the Growth Global Solution model portfolio could be right for you. This model portfolio, which has an international bias, seeks to provide long-term capital growth by allocating 80% of the portfolio to a diversified basket of equity securities. The portfolio allocates the remaining 20% to fixed income securities which is intended to provide for some income earning potential and capital preservation.
Learn more »Volatility
Volatility
Asset Allocation
Asset Allocation
Fixed Income | Management Fee % |
|---|
|
iShares DEX Universe Bond Index Fund
| 12.5% | 0.30 | ||||||||
|
iShares DEX Real Return Bond Index Fund
| 2.5% | 0.35 | ||||||||
|
iShares DEX Short Term Bond Index Fund
| 5% | 0.25 | ||||||||
Equity |
||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
iShares MSCI Emerging Markets Index Fund
| 10% | 0.82 | ||||||||
|
iShares S&P/TSX Capped Composite Index Fund
| 35% | 0.25 | ||||||||
|
iShares MSCI EAFE Index Fund (CAD-Hedged)
| 15% | 0.50 | ||||||||
|
iShares S&P 500 Index Fund (CAD-Hedged)
| 20% | 0.24 | ||||||||
| Weighted Average Managment Fee: | 0.35% | ||||
Fixed Income | Management Fee % |
|---|
|
iShares DEX Universe Bond Index Fund
| 12.5% | 0.30 | ||||||||
|
iShares U.S. IG Corporate Bond Index Fund (CAD-Hedged)
| 5% | 0.30 | ||||||||
|
iShares DEX Real Return Bond Index Fund
| 2.5% | 0.35 | ||||||||
Equity |
||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
iShares MSCI Emerging Markets Index Fund
| 10% | 0.82 | ||||||||
|
iShares S&P/TSX Capped Composite Index Fund
| 10% | 0.25 | ||||||||
|
iShares MSCI EAFE Index Fund (CAD-Hedged)
| 30% | 0.50 | ||||||||
|
iShares S&P 500 Index Fund (CAD-Hedged)
| 30% | 0.24 | ||||||||
| Weighted Average Managment Fee: | 0.39% | ||||
