Portfolio Builder
Build a portfolio that works for you, whether you're looking for stable income, long-term growth or something in between.
Select an Objective or Asset Mix
Use the gray slider bar below to to explore various types of portfolios and the kind of investors they’re suitable for (see Profile module at bottom of page). Or, if you know the breakdown of stocks and fixed income you’re looking for, use the blue/red slider bar to get a recommended mix of our funds to achieve it.
How To Build This Portfolio
75% Founders Fund
25% Income Fund
Approximate Asset Mix
- 50% Fixed Income
- 25% Canadian Equities
- 13% U.S. Equities
- 12% Overseas Equities
Fee
1.30% Or lower. Click here for details.
Profile: Balanced (50/50)
This is a balanced portfolio, split equally between stocks and fixed income. It's designed for investors with a medium to long-term investment horizon who are seeking a combination of growth and income.