Individual portfolios: Manage your strategy
With our individual portfolios, you can design and manage your own investment strategy, allowing you to have more control.
Choose from the 14 individual portfolios listed below to create a mix of 1 or more investments that reflects your time frame and your comfort level with risk.
When constructing your own strategy, keep in mind:
- You can only move money from one portfolio to another twice a year.
- The portfolio won't automatically become more conservative over time.
- Market movements may cause your overall investment mix to change, requiring you to rebalance to keep it in line with your strategy.
Stock portfolios
Aggressive Growth Portfolio
100% stocks
INVESTMENT OBJECTIVE
Seeks capital appreciation.
UNDERLYING INVESTMENTS
Developed Markets Index Portfolio
100% stocks
INVESTMENT OBJECTIVE
Seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in Canada and the major markets of Europe and the Pacific region.
UNDERLYING INVESTMENT
Growth Stock Index Portfolio
100% stocks
INVESTMENT OBJECTIVE
Seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks.
UNDERLYING INVESTMENT
Mid-Cap Stock Index Portfolio
100% stocks
INVESTMENT OBJECTIVE
Seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks.
UNDERLYING INVESTMENT
Small-Cap Stock Index Portfolio
100% stocks
INVESTMENT OBJECTIVE
Seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks.
UNDERLYING INVESTMENT
Social Index Portfolio
100% stocks
INVESTMENT OBJECTIVE
Seeks to track the performance of a benchmark index that measures the investment return of large- and mid-capitalization stocks.
UNDERLYING INVESTMENT
Value Stock Index Portfolio
100% stocks
INVESTMENT OBJECTIVE
Seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks.
UNDERLYING INVESTMENT
Balanced portfolios
Conservative Growth Portfolio
25% stocks
75% bonds
INVESTMENT OBJECTIVE
Seeks to provide current income and low to moderate capital appreciation.
UNDERLYING INVESTMENTS
Growth Portfolio
75% stocks
25% bonds
INVESTMENT OBJECTIVE
Seeks to provide capital appreciation and low to moderate current income.
UNDERLYING INVESTMENTS
Moderate Growth Portfolio
50% stocks
50% bonds
INVESTMENT OBJECTIVE
Seeks to provide capital appreciation and current income.
UNDERLYING INVESTMENTS
Bond portfolios
Bond Market Index Portfolio
100% bonds
INVESTMENT OBJECTIVE
Seeks to track the performance of a broad, market-weighted bond index.
UNDERLYING INVESTMENT
Income Portfolio
75% bonds
25% short-term reserves
INVESTMENT OBJECTIVE
Seeks to provide current income.
UNDERLYING INVESTMENTS
Inflation-Protected Securities Portfolio
100% bonds
INVESTMENT OBJECTIVE
Seeks to provide inflation protection and income consistent with investment in inflation-indexed securities.
UNDERLYING INVESTMENT
Short-term investments
Interest Accumulation Portfolio
100% short-term reserves
INVESTMENT OBJECTIVE
Seeks income consistent with the preservation of principal.
UNDERLYING INVESTMENT