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Select a portfolio below to view its performance.

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Safety

This portfolio seeks to preserve capital and provide steady returns. It’s income-oriented, investing mostly in cash and high-quality fixed income investments.

Conservative/Income

This portfolio seeks relatively stable income and limits short term volatility. It’s income-oriented, investing mostly in risk-adverse securities like cash and high-quality fixed income securities, while having a modest exposure to equities.

Balanced Income

This portfolio seeks stable income with some capital growth and year-to-year fluctuations. It’s income-oriented and holds slightly more weight on fixed income than equities.

Balanced

This portfolio seeks growth with exposure to some year-to-year fluctuations in exchange for potentially higher long-term returns. It has a relatively equal weight between equities and fixed income securities.

Balanced Growth

This portfolio seeks growth with exposure to moderate year-to-year fluctuations in exchange for potentially higher long-term returns. It has a higher weight in equities than fixed income.

Growth

This portfolio seeks growth with exposure to a moderate to high degree of year-to-year fluctuations in exchange for potentially higher long-term returns. It’s a growth-oriented portfolio, investing mostly in equities with a modest exposure to fixed income.

Aggressive Growth

This portfolio seeks aggressive growth with exposure to larger year-to-year fluctuations in exchange for potentially higher long-term returns. It’s a long-term growth-oriented portfolio, mostly made up of equities.

All Equity

This portfolio seeks aggressive growth with exposure to larger year-to-year fluctuations in value in exchange for potentially higher long-term returns. It’s a long-term growth-oriented portfolio that only holds equities.

Performance as of Dec 31, 20161 Yr3 Yr5 Yr10 Yr
Invisor Portfolio0.6%1.4%1.3%2.2%
Average Canadian Money Market Mutual0.3%0.4%0.5%1.2%
Difference0.4%0.9%0.8%1.1%

* Important information about portfolio performance



Cash40%
Fixed Income60%
Cash1%
US Equity10%
International Equity5%
Fixed Income84%
Cash1%
Canadian Equity5%
US Equity15%
International Equity10%
Fixed Income69%
Cash1%
Canadian Equity5%
US Equity28%
International Equity17%
Fixed Income49%
Cash1%
Canadian Equity6%
US Equity33%
International Equity21%
Fixed Income39%
Cash1%
Canadian Equity8%
US Equity41%
International Equity26%
Fixed Income24%
Cash1%
Canadian Equity9%
US Equity49%
International Equity31%
Fixed Income10%
Cash1%
Canadian Equity10%
US Equity54%
International Equity35%

Your portfolio will be made of funds from
the most trusted names in the industry



     


We shortlist top funds for each asset class and review each fund's fit within the portfolio.


Some of the criteria we use to evaluate funds:


  • Fund characteristics (size, risk profile, turnover)
  • Performance track record
  • Fund manager experience
  • Costs
  • Analyst ratings





Invisor