Portfolio Builder

Build a portfolio that works for you, whether you're looking for stable income, long-term growth or something in between.

 

 

Select an Objective or Asset Mix

Use the gray slider bar below to to explore various types of portfolios and the kind of investors they’re suitable for (see Profile module at bottom of page). Or, if you know the breakdown of stocks and fixed income you’re looking for, use the blue/red slider bar to get a recommended mix of our funds to achieve it.

 

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Income
Balanced
Growth
Stocks 50%
50% Fixed Income

How To Build This Portfolio

50% Income Fund

50% Savings Fund

Approximate Asset Mix

  • 90% Fixed Income
  • 10% Canadian Equities
  • 0% U.S. Equities
  • 0% Overseas Equities

Fee

0.85% Or lower. Click here for details.

Profile: Income (10/90)

This is a conservative income portfolio. It’s designed for investors with a short to medium-term investment horizon who are seeking current income with a minimal level of volatility.

How To Build This Portfolio

85% Income Fund

15% Savings Fund

Approximate Asset Mix

  • 80% Fixed Income
  • 20% Canadian Equities
  • 0% U.S. Equities
  • 0% Overseas Equities

Fee

0.98% Or lower. Click here for details.

Profile: Income (20/80)

This is an income portfolio. It’s designed for investors with a short to medium-term investment horizon who are seeking current income from a combination of interest and dividends.

How To Build This Portfolio

80% Income Fund

20% Founders Fund

Approximate Asset Mix

  • 70% Fixed Income
  • 24% Canadian Equities
  • 3% U.S. Equities
  • 3% Overseas Equities

Fee

1.10% Or lower. Click here for details.

Profile: Income (30/70)

This is an income portfolio. It’s designed for investors with a medium-term investment horizon who are seeking income with some additional potential for capital growth.

How To Build This Portfolio

60% Income Fund

40% Founders Fund

Approximate Asset Mix

  • 60% Fixed Income
  • 25% Canadian Equities
  • 8% U.S. Equities
  • 7% Overseas Equities

Fee

1.16% Or lower. Click here for details.

Profile: Balanced (40/60)

This is a balanced portfolio with a tilt towards fixed income. It’s designed for investors with a medium-term investment horizon who are seeking a combination of income and growth with a bias towards the former.

How To Build This Portfolio

75% Founders Fund

25% Income Fund

Approximate Asset Mix

  • 50% Fixed Income
  • 25% Canadian Equities
  • 13% U.S. Equities
  • 12% Overseas Equities

Fee

1.27% Or lower. Click here for details.

Profile: Balanced (50/50)

This is a balanced portfolio, split equally between stocks and fixed income. It’s designed for investors with a medium to long-term investment horizon who are seeking a combination of growth and income.

How To Build This Portfolio

100% Founders Fund

Approximate Asset Mix

  • 40% Fixed Income
  • 26% Canadian Equities
  • 17% U.S. Equities
  • 17% Overseas Equities

Fee

1.34% Or lower. Click here for details.

Profile: Balanced (60/40)

This is a ‘traditional’ balanced portfolio. It’s designed for investors with a medium to long-term investment horizon who are seeking a combination of growth and income, with a tilt towards growth.

How To Build This Portfolio

75% Founders Fund

25% Builders Fund

Approximate Asset Mix

  • 30% Fixed Income
  • 30% Canadian Equities
  • 20% U.S. Equities
  • 20% Overseas Equities

Fee

1.41% Or lower. Click here for details.

Profile: Balanced (70/30)

This is a balanced portfolio with a tilt towards stocks. It’s designed for investors with a long-term investment horizon who are primarily seeking growth, but also want some exposure to bonds for additional diversification and to help moderate volatility.

How To Build This Portfolio

75% Builders Fund

25% Income Fund

Approximate Asset Mix

  • 20% Fixed Income
  • 30% Canadian Equities
  • 25% U.S. Equities
  • 25% Overseas Equities

Fee

1.48% Or lower. Click here for details.

Profile: Growth (80/20)

This is a growth-focused portfolio. It’s designed for investors with a long-term investment horizon who are seeking capital growth, but also want a modest allocation to bonds for additional diversification and to help moderate volatility.

How To Build This Portfolio

90% Builders Fund

10% Income Fund

Approximate Asset Mix

  • 10% Fixed Income
  • 30% Canadian Equities
  • 30% U.S. Equities
  • 30% Overseas Equities

Fee

1.57% Or lower. Click here for details.

Profile: Growth (90/10)

This is a growth-focused portfolio. It’s designed for investors with a long-term investment horizon who are seeking capital growth, but also want a small allocation to bonds for additional diversification. Investors should have a high tolerance for risk.

How To Build This Portfolio

100% Builders Fund

Approximate Asset Mix

  • 2% Fixed Income
  • 33% Canadian Equities
  • 33% U.S. Equities
  • 32% Overseas Equities

Fee

1.63% Or lower. Click here for details.

Profile: Growth (100/0)

This is an aggressive growth-focused portfolio. It’s designed for investors with a long-term investment horizon who are seeking capital growth and aren’t concerned about short-term volatility. Investors should have a high tolerance for risk.