Core Opportunities

Where to Invest NOW

Blended Portfolio with Adaptive Allocation Strategy

CURRENT SELECTED LIST (as of 11/27/2022)

	Private Alternatives
	Centurion Apartment REIT
	Invico Diversified Income Fund
	Equiton Residential Real Estate Income Fund
	Newlook Industrial & Infrastructure Services Fund III
	Tactical Allocation Strategy
	Canoe Asset Allocation Fund F Series
	Exemplar Growth & Income Fund F Series
	Fidelity Tactical High Income Fund F Series
	Purpose Tactical Asset Allocation Fund F Series
	Opportunistic
	Sector Funds (Energy, Healthcare, etc.)
	Fidelity Greater Canada Class Sr F
	Purpose Diversified Real Asset Fund Series F
	Arrow Canadian Advantage Alternative Class Series F
	Value Focused
	Canoe Equity Portfolio Class Series F
	Fidelity Canadian Large Cap Class Series F
	Mackenzie Canadian Equity Fund Series F
	Cash Equivalents
	Guaranteed Investment Certificates
	Ninepoint High Interest Savings Series F

Putting it all together...

Sample Only - Defensive Portfolio

Every situation is unique, and as such, every individual’s allocations are determined by risk tolerance, time horizon & objectives. The current list of options may be amended to reflect market and economic influences.

Comparative Analysis: Defensive Portfolio vs Largest Balanced Mutual Fund in Canada