Balanced Growth

Balanced Growth

The Balanced Growth Mandate investment objectives are to provide a portfolio with some opportunity for regular income flow, while being focused on opportunities that provide for long-term growth of both capital and income.

BALANCED GROWTH MANDATE ASSET MIX

Type of Security                   Weighting
Cash & Cash Equivalents 0% – 20%
Canadian Fixed Income 20% – 50%
Canadian Equities 50% – 80%
US Equities 0% – 20%

 

 

 

 

 

 

 

Note:    To allow for market fluctuations, bonds and equities can temporarily fall to 10% below or rise to 10% above the weighting.
© 2017 Soundvest Capital Management Ltd.