Tools

Model Portfolio

Select a Model Portfolio that matches your investment profile – Conservative, Balanced, Growth or Aggressive Growth. But first, to determine which portfolio best fits your profile, complete the Investment Profiler questionnaire. Then, once you have selected the relevant Model Portfolio, you can click on the "Make Adjustments To This Portfolio" button (see bottom right of page) to further customize it.

Please note that this tool is meant to provide you with information and guidance about investing – it should not be a substitute for an investment professional’s advice. If you have any questions or need help customizing your portfolio, call 1-800-661-6141 to speak with an Investment Funds Advisor.

Asset Mix

  • Equity
  • Bonds
  • Cash
Conservative Pie Chart
  • 40.10%
  • 55.89%
  • 3.85%
Balanced Pie Chart
  • 60.33%
  • 36.31%
  • 3.28%
Growth Pie Chart
  • 76.02%
  • 21.01%
  • 2.88%
Aggressive Growth Pie Chart
  • 97.34%
  • 0.21%
  • 2.37%

Model Portfolio Description

The Conservative Model Portfolio is designed to focus on modest income generation and modest capital appreciation. More than half of the portfolio is invested in fixed income funds and cash equivalents. Prepared by RBC Global Asset Management, this model of a strategic asset allocation portfolio is for a conservative investor using Series D units of PH&N Funds and RBC Funds, which feature low MERs.
The Balanced Model Portfolio is designed to provide long-term capital appreciation with some potential for income generation. More than half of the portfolio is invested in a diversified mix of Canadian, U.S. and international equity funds. Prepared by RBC Global Asset Management, this model of a strategic asset allocation portfolio is for a balanced investor using Series D units of PH&N Funds and RBC Funds, which feature low MERs.
The Growth Model Portfolio is designed to provide long-term capital appreciation. The majority of the portfolio is invested in Canadian, U.S. and international equity funds, with some exposure to fixed income funds for diversification purposes. Prepared by RBC Global Asset Management, this model of a strategic asset allocation portfolio is for a growth investor using Series D units of PH&N Funds and RBC Funds, which feature low MERs.
The Aggressive Growth Model Portfolio is designed to provide capital appreciation and long-term growth. The portfolio is almost entirely invested in Canadian, U.S. and international equities, with an emphasis on global exposure. Prepared by RBC Global Asset Management, this model of a strategic asset allocation portfolio is for an aggressive growth investor using Series D units of PH&N Funds and RBC Funds, which feature low MERs.