Credential® :: Credential EnRich High Growth Portfolio

CREDENTIAL ENRICH HIGH GROWTH PORTFOLIO

Investment Objective
 

To maximize the growth of the investment over the long term.

Suitable for Investors who:

  • want long-term growth.
  • accept significant fluctuations in the value of their investments.
  • have a medium to high risk tolerance.
  • have an investment time horizon of 8 years or more.

The larger equity proportion in the portfolio is designed to provide a potentially higher long-term rate of return. It will also offer some inflation protection as compared to a portfolio with a larger proportion of fixed income (bonds and income trusts). The fixed income allocation serves to reduce the volatility of the portfolio.

 
Investment Strategy
 

Asset Class Diversification
The EnRich High Growth 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 your Investment Managers.

The EnRich High Growth Portfolio also provides diversification by sector, with each EnRich Asset Pool investing in multiple industries and sectors. Based on these factors, the EnRich High Growth Portfolio has the following proportions of underlying asset pools:

  • 10.0% Credential EnRich Income Pool
  • 35.0% Credential EnRich Canadian Equity Pool
  • 27.5% Credential EnRich US Equity Pool
  • 27.5% Credential EnRich International Equity Pool
 
Investment Manager & Style
 

Your portfolio provides you with access to the expertise of the following Investment Managers:

  Prospectus & Reports - PDF
  Credential EnRich Portfolios Brochure - PDF
  Inside Your EnRich Portfolios - PDF
  Printer Friendly Version
  Credential EnRich Portfolios are available at a credit union near you.
  View our credit union partners