Asset Allocation Funds
There are many stages of life—marriage, children and retirement to name a few. Our asset allocation funds are tailored to fit your individual situation and investment personality.
Our asset allocation funds are a mix of many segregated funds offered as a single solution to meet your risk tolerance level, time horizons and investment needs.
The following asset allocation funds are available:
- Conservative
- Moderate
- Balanced
- Advanced
- Aggressive
With the help of your advisor, our investor profile questionnaire and the choice between 5 asset allocation fund options, you can choose the most appropriate fund for you.
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