Portfolio Series Conservative Fund

Investment Objective

This portfolio's objective is to provide a balance between income and capital growth at lower than average levels of volatility by investing in income and equity mutual funds.

Investment Strategy

The Portfolio Series Conservative Fund is well diversified between equities and bonds with an emphasis on bonds to reduce Fund volatility. The Fund has a 40% weighting to equities and a 60% weighting to bonds. The Fund is appropriate for short to mid-term investors with a 5 to 10 year investment time horizon.

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

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