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 Bonds |
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.