Portfolios

Morningstar
Conservative Portfolio

Morningstar Conservative Portfolio

Features:

  • 80% fixed income +/ 15%
  • Designed to pursue modest long-term growth & protect against capital losses
  • 3rd Party mutual funds, pooled funds, ETFs
  • Risk classification: Low

Benefits:

  • Morningstar research on your side
  • Harnesses performance potential of top managers
  • Adjusts asset allocation based on market conditions
  • Diversified by asset class, geography, style & market cap

Recommended for investors looking for the general stability of fixed-income securities. Learn more

The Morningstar Conservative Portfolio is designed to protect against capital losses and seeks to achieve modest long-term growth by investing in top 3rd Party managers objectively selected by Morningstar. The portfolio has a neutral allocation of 80% fixed income and 20% equities and the flexibility to move within a range of +/- 15%. Morningstar’s Valuation-Driven Asset Allocation approach seeks to generate additional returns while lowering risk by actively investing in asset classes that are currently undervalued while avoiding the expensive ones. This approach is reflected by very specific asset allocation decisions within both fixed income (e.g. Canadian, global, short-duration, floating rate, high yield) and equities (e.g. geography, market cap, style) with the flexibility to shift as opportunities arise.

Morningstar
Moderate Portfolio

Morningstar Moderate Portfolio

Features:

  • 60% fixed income +/- 15%
  • Designed to pursue long-term growth & provide some protection against capital losses
  • 3rd Party mutual funds, pooled funds, ETFs
  • Risk classification: Low to Medium

Benefits:

  • Morningstar research on your side
  • Harnesses performance potential of top managers
  • Adjusts asset allocation based on market conditions
  • Diversified by asset class, geography, style & market cap

Recommended for investors looking for the stability of fixed-income exposure, with the opportunity for growth. Learn more

The Morningstar Moderate Portfolio is designed to provide some protection against capital losses and seeks to achieve long-term growth by investing in top 3rd Party managers objectively selected by Morningstar. The portfolio has a neutral allocation of 60% fixed income and 40% equities with flexibility to move within a range of +/- 15%. Morningstar’s Valuation-Driven Asset Allocation approach seeks to generate additional returns while lowering risk by actively investing in asset classes that are currently undervalued while avoiding the expensive ones. This approach is reflected by very specific asset allocation decisions within both fixed income (e.g. Canadian, global, short-duration, floating rate, high yield) and equities (e.g. geography, market cap, style) with the flexibility to shift as opportunities arise.

Morningstar
Balanced Portfolio

Morningstar Balanced Portfolio

Features:

  • 60% equity +/- 15%
  • Designed to pursue long-term growth & incur less volatility than equities
  • 3rd Party mutual funds, pooled funds, ETFs
  • Risk classification: Low to Medium

Benefits:

  • Morningstar research on your side
  • Harnesses performance potential of top managers
  • Adjusts asset allocation based on market conditions
  • Diversified by asset class, geography, style & market cap

Recommended for investors looking for growth opportunities through varied equity and fixed-income exposure. Learn more

The Morningstar Balanced Portfolio is designed to pursue long-term growth with less volatility than equities by investing in top 3rd Party managers objectively selected by Morningstar. The portfolio has a neutral allocation of 60% equities and 40% fixed income and the flexibility to move within a range of +/- 15%. Morningstar’s Valuation-Driven Asset Allocation approach seeks to generate additional returns while lowering risk by actively investing in asset classes that are currently undervalued while avoiding the expensive ones. This approach is reflected by very specific asset allocation decisions within both fixed income (e.g. Canadian, global, short-duration, floating rate, high yield) and equities (e.g. geography, market cap, style) with the flexibility to shift as opportunities arise.

Morningstar
Growth Portfolio

Morningstar Growth Portfolio

Features:

  • 80% equity +/- 15%
  • Designed to pursue long-term growth & incur less volatility than equities
  • 3rd Party mutual funds, pooled funds, ETFs
  • Risk classification: Medium

Benefits:

  • Morningstar research on your side
  • Harnesses performance potential of top managers
  • Adjusts asset allocation based on market conditions
  • Diversified by asset class, geography, style & market cap

Recommended for investors with a primary objective of pursuing long-term growth. Learn more

The Morningstar Growth Portfolio is designed to pursue long-term growth with less volatility than individual equities by investing in top 3rd Party managers objectively selected by Morningstar. The portfolio has a neutral allocation of 80% equities and 20% fixed income and the flexibility to move within a range of +/- 15%. Morningstar’s Valuation-Driven Asset Allocation approach seeks to generate additional returns while lowering risk by actively investing in asset classes that are currently undervalued while avoiding the expensive ones. This approach is reflected by very specific asset allocation decisions within both fixed income (e.g. Canadian, global, short-duration, floating rate, high yield) and equities (e.g. geography, market cap, style) with the flexibility to shift as opportunities arise.

Morningstar
Aggressive Portfolio

Morningstar Aggressive Portfolio

Features:

  • 95% equity +/- 5-15%
  • Designed to pursue long-term growth
  • 3rd Party mutual funds, pooled funds, ETFs
  • Risk classification: Medium

Benefits:

  • Morningstar research on your side
  • Harnesses performance potential of top managers
  • Adjusts asset allocation based on market conditions
  • Diversified by asset class, geography, style & market cap

Recommended for investors with a primary objective of maximum long-term growth. Learn more

The Morningstar Aggressive Portfolio is designed to pursue long-term growth by investing in top 3rd Party managers objectively selected by Morningstar. The portfolio has a neutral allocation of 95% equities and 5% fixed income and the flexibility to move within a range of 5 – 15%. Morningstar’s Valuation-Driven Asset Allocation approach seeks to generate additional returns while lowering risk by actively investing in asset classes that are currently undervalued while avoiding the expensive ones. This approach is reflected by very specific asset allocation decisions within both fixed income (e.g. Canadian, global, short-duration, floating rate, high yield) and equities (e.g. geography, market cap, style) with the flexibility to shift as opportunities arise.