Managed Solutions.

Over the last eight years, volatility and low interest rates have proven the importance of active diversification and asset allocation. Even in the face of less-than-ideal investment conditions, managed solutions have delivered greater stability and lower volatility.

Diversification as the Foundation to Portfolio Allocations

Diversifying can reduce the risks associated with holding only one type of investment opportunity – whether it be home country bias, asset class or market capitalization preferences – and has been shown to favourably contribute to return potential.

Source: AGF Investment Operations, December 31, 2016. Canadian Stocks represented by S&P/TSX Composite Total Return Index, U.S. Stocks  – S&P 500 Total Return Index (C$), International Stocks  – MSCI EAFE Index (C$), Canadian Bonds – FTSE TMX Canada Universe Bond Index, U.S. Small Caps – Russell 2000 Index (C$), Canadian Small Caps – BMO Nesbitt Burns Canadian Small Cap Index. Balanced Portfolio made up of 20% Cdn. Stocks / 20% International Stocks / 15% U.S. Stocks / 40% Cdn. Bonds / 2.5% U.S. Small Caps / 2.5% Cdn. Small Caps.

The information provided is for illustrative purposes only and is not meant to provide investment advice. You cannot invest directly in an index. Calendar years returns in Canadian dollars

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