Asset Allocation Models

Advisor Portfolio Services offer six model portfolios, from Conservative to Global Focused. The models are based on the historical behavior of various asset classes and regional markets.

Through our detailed APS Client Questionnaire, the IA Private Client Portfolio managers will identify the model that most closely matches your objectives.

Conservative Portfolio
70% Income
20% Canadian Equity
10% Foreign Equity
0% Specialty

Moderate Portfolio
55% Income
30% Canadian Equity
15% Foreign Equity
0% Specialty

Balanced Portfolio
40% Income
40% Canadian Equity
20% Foreign Equity
0% Specialty

Growth Portfolio
30% Income
40% Canadian Equity
25% Foreign Equity
5% Specialty

Aggressive Portfolio
10% Income
40% Canadian Equity
40% Foreign Equity
10% Specialty

Global Focus Portfolio
15% Income
0% Canadian Equity
70% Foreign Equity
15% Specialty

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