Multi-Asset Class Background
back to funds

Multi-Asset Class

Purpose Active Balanced Fund

Portfolio breakdown

AS AT DEC 08, 2023

Sector breakdown

AS AT DEC 08, 2023

Geographic breakdown

AS AT DEC 08, 2023

Credit Ratings breakdown

AS AT DEC 08, 2023

Top 10 HoldingsAS AT DEC 08, 2023

SECTORTHEMEGEOGRAPHYMATURITYPORTFOLIO WEIGHT# OF POSITIONS
Fixed Income IndexCanada11.93%
US Large CapUnited States8.74%
Fixed Income IndexCanada7.41%
Equity IndexUnited States7.19%
Equity IndexCanada6.04%
Fixed Income IndexUnited States5.76%
Fixed Income IndexCanada4.85%
Equity IndexUnited States4.07%
Equity IndexUnited States4.05%
CommoditiesUnited States3.78%