Core Portfolio

This isn’t your typical boring old balanced fund. By utilizing a broader set of building blocks beyond just stocks and bonds in constructing your portfolio, we can achieve better diversification and potentially better returns.

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Why Core?

Achieve better risk-adjusted returns

The investment landscape is changing

Traditional portfolios and asset classes are no longer meeting investors’ investment objectives

A modern portfolio solution

Legacy wealth managers overcharge for underperformance while conventional digital advisors are limited to basic passive portfolios

Maximum diversification

Access alternative asset classes and investment strategies typically only available to large institutions and high net worth individuals

Why we built this portfolio

Did you know, more than 90% of a portfolio’s variance is attributed to its asset allocation? That’s our primary focus, and we then actively manage your portfolio for changing market conditions.

How we put this portfolio together

We use only best-in-class investment products, ranging from low-cost index funds to active hedge-fund-like strategies. Our unique “alpha + beta” approach means optimizing for portfolio performance while being cost conscious.

Portfolio Details

Here's what you're exposed to

Your portfolio may hold the diverse list of asset classes and investment strategies below. The exact composition will depend on your risk profile.

Very Low Risk - Core Portfolio

Market-Neutral Equity - 40%

Investment-Grade Bonds - 23%

Global All-Cap Equities - 15%

Event-Driven - 9%

Real Return Bonds - 6%

Corporate Credit - 6%

Canadian Dollars - 1%

Low Risk - Core Portfolio

Market-Neutral Equity - 34%

Global All-Cap Equities - 25%

Investment-Grade Bonds - 20%

Event-Driven - 9%

Corporate Credit - 6%

Real Return Bonds - 5%

Canadian Dollars - 1%

Medium Risk - Core Portfolio

Global All-Cap Equities - 26%

Market-Neutral Equity - 17%

Investment-Grade Bonds - 17%

Event-Driven - 9%

Long/Short Equity - 8%

Corporate Credit - 6%

Commodities - 5%

Listed Infrastructure - 4%

Real Estate Investment Trusts - 4%

Cryptocurrencies - 3%

Canadian Dollars - 1%

High Risk - Core Portfolio

Global All-Cap Equities - 32%

Long/Short Equity - 13%

Market-Neutral Equity - 10%

Event-Driven - 10%

Investment-Grade Bonds - 9%

Listed Infrastructure - 5%

Real Estate Investment Trusts - 5%

Corporate Credit - 5%

Cryptocurrencies - 5%

Commodities - 5%

Canadian Dollars - 1%

Very High Risk - Core Portfolio

Global All-Cap Equities - 37%

Long/Short Equity - 19%

Event-Driven - 12%

Cryptocurrencies - 10%

Commodities - 6%

Listed Infrastructure - 5%

Real Estate Investment Trusts - 5%

Corporate Credit - 5%

Canadian Dollars - 1%

Last updated: April 2022. Unless stated otherwise, any performance data quoted represents past performance. Past performance is not indicative of future returns. No representation or warranty is made that any returns indicated will be achieved

Frequently Asked Questions

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Core

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