Credential® :: Credential EnRich Balanced Portfolio

CREDENTIAL ENRICH BALANCED PORTFOLIO

Investment objective

To generate a high total return through a combination of income and long term capital growth.

Suitable for investors who:

want a balance of income and growth.
accept moderate fluctuations in the value of their investments.
have a medium risk tolerance.
have an investment time horizon of 5 years or more.

The allocation to equity in the EnRich Balanced Portfolio is intended to generate long-term capital growth through capital gains. The income portion of the portfolio will assist in enhancing returns by generating interest and dividend income.

Investment strategy

Asset class diversification
The EnRich Portfolio uses asset allocation to diversify between asset classes (stocks, bonds and cash) in order to maximize the risk-return trade off. The portfolio is further diversified geographically and by the multiple investment styles of the Investment Managers.

The EnRich Balanced Portfolio also provides diversification by sector, with each EnRich asset pool investing in multiple industries and sectors. Based on these factors, the proposed asset allocation is 60% equity and 40% income. As such, the EnRich Balanced Portfolio has the following proportions of underlying asset pools:

40.0% Credential EnRich Income Pool
25.0% Credential EnRich Canadian Equity Pool
17.5% Credential EnRich US Equity Pool
17.5% Credential EnRich International Equity Pool

Investment Manager & style

The portfolio provides access to the expertise of the following Investment Managers:



		Prospectus & Reports - PDF
		Credential EnRich Portfolios Brochure - PDF
		Inside Your EnRich Portfolios - PDF
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