Sample Investment Portfolios
Canada Life
Segregated Funds
Mackenzie Investments
Mutual Funds
AGF Investments
Mutual Funds
AGF Investment Inc.
AGF Investment Inc.
Bucket #1: 0-3 Years
No Risk
Objective: Income
100% Cash
• AGF High Int Savings Account (100%)
Fund Profile | Fund Facts | Legacy Fund
Bucket #2: 3 - 7 Years
Lower Risk
Objective: Income
25% Equity | 75% Fixed Income
• AGF Global Income Portfolio (100%)
Fund Profile | Fund Facts
Moderate Risk
Objective: Balanced
40% Equity | 60% Fixed Income
• AGF Global Conservative Portfolio (100%)
Fund Profile | Fund Facts
Higher Risk
Objective: Balanced Growth
60% Equity | 40% Fixed Income
• AGF Global Moderate Portfolio (100%)
Fund Profile | Fund Facts
Bucket #3: 7+ Years
Lower Risk
Objective: Balanced Growth
80% Equity | 20% Fixed Income
• AGF Global Balanced Growth Portfolio (100%)
Fund Profile | Fund Facts
85% Equity | 15% Fixed Income
• AGF Global Balanced Growth Portfolio (70%)
Fund Profile | Fund Facts
• AGF Global Strategic Equity Fund (10%)
Fund Profile | Fund Facts
• AGF US All Cap Growth Equity Fund (10%)
Fund Profile | Fund Facts
• AGF North American Small-Mid Cap Fund (10%)
Fund Profile | Fund Facts
Moderate Risk
Objective: Growth
100% Equity
• AGF Global Growth Portfolio (100%)
Fund Profile | Fund Facts
100% Equity
• AGF Global Growth Portfolio (70%)
Fund Profile | Fund Facts
• AGF Global Strategic Equity Fund (10%)
Fund Profile | Fund Facts
• AGF US All Cap Growth Equity Fund (10%)
Fund Profile | Fund Facts
• AGF North American Small-Mid Cap Fund (10%)
Fund Profile | Fund Facts
Higher Risk
Objective: Growth/High Risk
100% Equity
• AGF North American Small-Mid Cap Fund (10%)
Fund Profile | Fund Facts
• AGF Canadian All Cap Strategic Equity Fund (20%)
Fund Profile | Fund Facts
• AGF US All Cap Growth Equity Fund (30%)
Fund Profile | Fund Facts
• AGF Global Strategic Equity Fund (40%)
Fund Profile | Fund Facts
Mackenzie Financial Corporation
Mackenzie Financial Corporation
Bucket #1: 0-3 Years
No Risk
Objective: Income
100% Cash
• FuturePath Canadian Money Market (100%)
Fund Profile | Fund Facts
Bucket #2: 3 - 7 Years
Lower Risk
Objective: Income
35% Equity | 65% Fixed Income
• FuturePath Monthly Income Conservative (100%)
Fund Profile | Fund Facts | Legacy Fund
Moderate Risk
Objective: Balanced
40% Equity | 60% Fixed Income
• FuturePath Global Fixed Inc Balanced Port (100%)
Fund Profile | Fund Facts | Legacy Fund
Higher Risk
Objective: Balanced Growth
60% Equity | 40% Fixed Income
• FuturePath Global Neutral Balanced Port (100%)
Fund Profile | Fund Facts | Legacy Fund
Bucket #3: 7+ Years
Lower Risk
Objective: Balanced Growth
Managed Solution
80% Equity | 20% Fixed Income
• FuturePath Global Equity Balanced Port (100%)
Fund Profile | Fund Facts | Legacy Fund
Hybrid Solution
80% Equity | 20% Fixed Income
• FuturePath Global Neutral Balanced Port (50%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath Canadian Growth Fund (15%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath Shariah Global Equity Fund (15%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath US All Cap Growth Fund (20%)
Fund Profile | Fund Facts | Legacy Fund
Moderate Risk
Objective: Growth
Managed Solution
100% Equity
• FuturePath Global Equity Portfolio (100%)
Fund Profile | Fund Facts | Legacy Fund
Hybrid Solution
100% Equity
• FuturePath Global Equity Portfolio (50%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath Canadian Growth Fund (15%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath Shariah Global Equity Fund (15%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath US All Cap Growth Fund (20%)
Fund Profile | Fund Facts | Legacy Fund
Individual Funds
100% Equity
• FuturePath Global Core Fund (20%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath Global Value Fund (20%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath US All Cap Growth Fund (20%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath US Value Fund (20%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath Canadian Growth Fund (20%)
Fund Profile | Fund Facts | Legacy Fund
Higher Risk
Objective: Growth
Individual Funds
100% Equity
• FuturePath Canadian Growth Fund (30%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath Shariah Global Equity Fund (30%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath US All Cap Growth Fund (40%)
Fund Profile | Fund Facts | Legacy Fund
Retiree/Income Generation
Lower Risk
Objective: Income
35% Equity | 65% Fixed Income
• FuturePath Monthly Income Conservative (100%)
Fund Profile | Fund Facts | Legacy Fund
Moderate Risk
Objective: Balanced
45% Equity | 55% Fixed Income
• FuturePath Monthly Income Balanced (100%)
Fund Profile | Fund Facts | Legacy Fund
Higher Risk
Objective: Balanced Growth
85% Equity | 15% Fixed Income
• FuturePath Monthly Income Growth (100%)
Fund Profile | Fund Facts | Legacy Fund
Canada Life
Bucket #1: 0-3 Years
No Risk
Risk Rating: Low
Bucket #2: 3 - 7 Years
Low Risk
Risk Rating: Low Risk
30% Equity | 70% Fixed Income
• CAN Risk-Managed Conservative Inc Port (100%)
Fund Profile | Fund Facts
Moderate Risk
Risk Rating: Low to Medium Risk
40% Equity | 60% Fixed Income
• CAN Fidelity Global Income Portfolio (100%)
Fund Profile | Fund Facts
Higher Risk
Risk Rating: Low to Medium Risk
60% Equity | 40% Fixed Income
• CAN Risk-Managed Balanced Portfolio (100%)
Fund Profile | Fund Facts
• CAN Fidelity Global Balanced Portfolio (100%)
Fund Profile | Fund Facts
Bucket #3: 7+ Years
Lower Risk
Risk Rating: Low to Medium Risk
80% Equity | 20% Fixed Income
• CAN Risk-Managed Growth Portfolio (100%)
Fund Profile | Fund Facts | Legacy Fund
Hybrid Portfolio
80% Equity | 20% Fixed Income
• CAN Fidelity Global Balanced Portfolio (50%)
Fund Profile | Fund Facts | Legacy Fund
• CAN Fidelity True North (15%)
Fund Profile | Fund Facts | Legacy Fund
• CAN Fidelity Global Equity (15%)
Fund Profile | Fund Facts | Legacy Fund
• CAN U.S. All Cap Growth (20%)
Fund Profile | Fund Facts | Legacy Fund
Moderate Risk
Risk Rating: Medium
100% Equity
• CAN Aggressive Allocation (100%)
Fund Profile | Fund Facts | Legacy Fund
Hybrid Portfolio
100% Equity
• CAN Aggressive Allocation (50%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath Canadian Growth Fund (20%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath US All Cap Growth Fund (20%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath Global Core Fund (20%)
Fund Profile | Fund Facts | Legacy Fund
Higher Risk
Risk Rating: Medium
Individual Funds
100% Equity
• FuturePath Canadian Growth Fund (20%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath US All Cap Growth Fund (40%)
Fund Profile | Fund Facts | Legacy Fund
• FuturePath Global Core Fund (20%)
Fund Profile | Fund Facts | Legacy Fund
Retiree/Income Generation
Lower Risk
Objective: Income
35% Equity | 65% Fixed Income
• CAN Risk-Managed Conservative Inc Port (100%)
Fund Profile | Fund Facts
Moderate Risk
Objective: Balanced
45% Equity | 55% Fixed Income
• CAN Risk-Managed Balanced Portfolio (100%)
Fund Profile | Fund Facts
Higher Risk
Objective: Balanced Growth
85% Equity | 15% Fixed Income
• CAN Risk-Managed Growth Portfolio (100%)
Fund Profile | Fund Facts | Legacy Fund
Canada Securities TurboApps
