Catégorie d’actifs mixtes Background
retour aux fonds

Catégorie d’actifs mixtes

Fonds Conservateur Actif Purpose

Répartition des actifs

AS AT MAY 30, 2025

Actions - Géographie

AS AT MAY 30, 2025

Actif versus passif

AS AT MAY 30, 2025

Titres

AS AT MAY 30, 2025

TitresSymbolePoids
Trésorerie
CAD CashCAD Cash0.0%
Purpose Cash Management ETFMNY7.4%
Purpose USD Cash Management ETFMNU.U0.1%
Revenu Fixe
BMO Aggregate Bond ETFZAG14.6%
iShares Core Canadian Corporate Bd ETFXCB10.1%
Mackenzie Unconstrained Bond ETFMUB4.4%
Purpose Global Bond ETFBND6.4%
iShares Core Canadian Short Term Bd ETFXSB4.5%
iShares Core US Aggregate Bond ETFAGG3.5%
BMO MT US IG Corp Bd Hdgd to CAD ETFZMU5.0%
Équilibré
Purpose Tactical Asset Allocation ETFRTA3.8%
Actions nord-américaines
BMO S&P/TSX Capped Composite ETFZCN5.5%
Purpose Core Equity Income ETFRDE6.7%
Invesco S&P 500 Equal Weight ETF CAD HEQL.F5.3%
iShares MSCI USA Min Vol Factor ETFUSMV3.0%
International
Purpose International Dividend ETFPID6.5%
iShares Core MSCI EAFE ETFIEFA5.9%
Diversificateurs
Purpose Gold BullionKILO3.0%
Purpose Premium Yield ETFPYF4.4%