IA Wealth Balanced Portfolio

Fund Code(s)
as at
Management Fee
Reduced MER (est.)
Low Medium High
Inception Date
Total value

Investment Goal

The Fund seeks to provide a balance of capital growth and income by investing primarily in a diversified portfolio of other mutual funds. The Fund may also invest in ETFs or other securities to gain direct exposure to an asset class.
Key Reasons to Invest
  • Balanced exposure to a target asset mix of 50% equities and 50% fixed-income securities, broadly diversified across asset classes, geography and sectors.
  • Active asset allocation managed by an experienced team rooted in economics, with underlying security selection by asset class specialists.
  • Daily portfolio monitoring with ongoing rebalancing and currency management.

Portfolio Managers

Annual Rates of Return - %
Performance - %
YTD 1mo 3mo 1yr 3yr 5yr 10yr Since Inception
Rate of Return
Average Annual Total Returns %
Performance %

Distribution frequency:

Capital Gains
Return of Capital
Total Distribution
Key Documents
Support Material
    Regulatory Documents
      Financial Documents

        Average Term (Days)
        Current Yield
        Top 10 Holdings

        Top 10 Long Holdings
        Top 10 Short Holdings
        Overall exposure
        Geographic Allocation
        Asset Mix
        Asset Allocation
        Key Documents