Model portfolios

CAUTIOUS

CAUTIOUS

An active/passive fund allocation portfolio model with limited risk exposure
  • Maximize return with volatility x%
  • 3 to 10 universes
  • Equity 40% / Fixed Income 60%
  • Selected from 18 Equity & 14 Fixed Income universes

BALANCED

BALANCED

An active/passive fund allocation portfolio model with moderate risk exposure
  • Maximize return with volatility x%
  • 3 to 10 universes
  • Equity 40% / Fixed Income 60%
  • Selected from 18 Equity & 14 Fixed Income universes

DYNAMIC

DYNAMIC

An active/passive fund allocation portfolio model allowing for higher risk exposure
  • Maximize return with volatility x%
  • 3 to 10 universes
  • Equity 40% / Fixed Income 60%
  • Selected from 18 Equity & 14 Fixed Income universes