Steadyhand Asset Allocator Tool
The Asset Allocator is designed to assist you in building a portfolio of Steadyhand funds by illustrating the estimated long-term asset mix of any combination of funds. Simply enter the value of the funds that you are interested in purchasing (or already hold) in the Market Value column below to activate the Allocator.
| Fund | Market Value | % of Steadyhand Portfolio |
|---|---|---|
| Savings Fund | ||
| Income Fund | ||
| Equity Fund | ||
| Global Equity Fund | ||
| Small-Cap Equity Fund | ||
| Total | $0 | 100% |
Asset Mix: Overall Portfolio
Hold investments elsewhere as well?
Enter the market value of your investments, based on asset class, that you hold outside your Steadyhand account(s) to calculate your portfolio's overall asset mix (note: the resulting mix takes into account your Steadyhand holdings entered above)
| Asset Class | Market Value |
|---|---|
| Canadian Equities | |
| U.S. Equities | |
| Overseas Equities | |
| Fixed Income | |
| Total | $0 |
Sample Portfolios
Looking for recommendations on how to build a portfolio of funds that suit your investment objectives and needs? Click on one of our Sample Portfolios below to see if its asset mix fits the bill. To learn more about our sample portfolios, check out our Asset Allocation page.
| Portfolios | |||||
|---|---|---|---|---|---|
| Fund | Aggressive Growth | Growth | Balanced Equity | Balanced Income | Income |
| Savings Fund | |||||
| Income Fund | |||||
| Equity Fund | |||||
| Global Equity Fund | |||||
| Small-Cap Equity Fund | |||||
Fund Asset Allocation
For your reference, the table below illustrates the estimated long-term asset mix of each Steadyhand fund.
| Fund | Canadian Equities | U.S. Equities | Overseas Equities | Fixed Income |
|---|---|---|---|---|
| Savings Fund | ||||
| Income Fund | ||||
| Equity Fund | ||||
| Global Equity Fund | ||||
| Small-Cap Equity Fund |