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50% Equity, 50% Fixed Income & Cash
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.
50% equity: 50% Active Conservative Fund, 50% Active Balanced Fund. Estimated fee 1.34%.
How to build this portfolio
Estimated Fee
1.34%Click here for details.
Fees for the Active Conservative, Balanced, and Growth Funds are management fees. One Simple Fee (FER) may be higher than the management fee once the Trading Expense Ratio (TER) is included. TER and FER will be available after the fund’s first year.
Approximate asset mix
Commissions, trailing commissions, management fees and expenses all may be associated with investment fund investments. The prospectus contains important detailed information about the investment fund. Please read the prospectus before investing. There is no assurance that any fund will achieve its investment objective, and its net asset value, yield, and investment return will fluctuate from time to time with market conditions. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Investment fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer.