Portfolio Series Balanced Fund

Investment Objective

This portfolio's objective is to provide a balance between income and long-term capital growth while diversifying risk by investing in income and equity mutual funds.

Investment Strategy

The Portfolio Series Balanced Fund is well diversified between equities and bonds and is appropriate for short to midterm investors with a 5 to 15 year investment time horizon. The Fund has a 60% weighting to equities and a 40% weighting to bonds.

The Portfolio Series Balanced Fund is appropriate for registered and non-registered accounts.

Download the Portfolio Series Balanced Fund information PDF - English / French

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