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Rediscover Harmony
Harmony List of Pools
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LIST OF POOLS

Harmony Pools: Unmatched Customization and Flexibility

Harmony gives you the option to construct a portfolio from several pools of investments.

Each pool represents a different asset class, which can be used to create risk-adjusted individualized portfolios based on your clients' personal investment objectives.

Four of these pools are available in Harmony Tax Advantage Group Limited.

POOLSMANAGERSMANAGEMENT STYLE

Harmony Canadian Equity Pool

Quantitative Value
Quantitative Small Cap Core
Large Cap Growth
Fundamental Growth
Fundamental Value

Harmony Non-traditional Pool

Exchange traded funds
Fundamental indexing

Harmony Overseas Equity Pool

Fundamental Value
Top-down relative value
GARP
Quantitative Growth
Emerging Markets Core

Harmony U.S. Equity Pool

Large Cap Value
Quantitative Growth
Large Cap Growth
Bottom-up Large Cap Value
Small Cap Core

Harmony Canadian Fixed Income Pool

Baker Gilmore & AssociatesInterest rate anticipation

Harmony Money Market Pool

AGF Investments Inc.Interest rate anticipation