Individual portfolios: Manage your strategy
With our individual portfolios, you can design and manage your own investment strategy, allowing you to have more control.
Choose from the 18 individual portfolios listed below to create a mix of 1 or more investments that reflects your time frame and your comfort level with risk.
When constructing your own strategy, keep in mind:
- You can only move money from one portfolio to another twice a year.
- The portfolio won't automatically become more conservative over time.
- Market movements may cause your overall investment mix to change, requiring you to rebalance to keep it in line with your strategy.
Stock portfolios
Developed Markets Index Portfolio
100% stocks
INVESTMENT OBJECTIVE
Seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in Canada and the major markets of Europe and the Pacific region.
UNDERLYING INVESTMENT
Global Equity Portfolio
100% stocks
INVESTMENT OBJECTIVE
Seeks capital appreciation.
UNDERLYING INVESTMENTS
Growth Stock Index Portfolio
100% stocks
INVESTMENT OBJECTIVE
Seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks.
UNDERLYING INVESTMENT
International Stock Market Index Portfolio
100% stocks
INVESTMENT OBJECTIVE
Seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in developed and emerging markets, excluding the United States.
UNDERLYING INVESTMENT
Mid-Cap Stock Index Portfolio
100% stocks
INVESTMENT OBJECTIVE
Seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks.
UNDERLYING INVESTMENT
Small-Cap Stock Index Portfolio
100% stocks
INVESTMENT OBJECTIVE
Seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks.
UNDERLYING INVESTMENT
Social Index Portfolio
100% stocks
INVESTMENT OBJECTIVE
Seeks to track the performance of a benchmark index that measures the investment return of large- and mid-capitalization stocks.
UNDERLYING INVESTMENT
U.S. Stock Market Index Portfolio
100% stocks
INVESTMENT OBJECTIVE
Seeks to track the performance of a benchmark index that measures the investment return of the overall stock market.
UNDERLYING INVESTMENT
Value Stock Index Portfolio
100% stocks
INVESTMENT OBJECTIVE
Seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks.
UNDERLYING INVESTMENT
Balanced portfolios
Conservative Growth Portfolio
40% stocks
60% bonds
INVESTMENT OBJECTIVE
Seeks to provide a high level of current income and low capital appreciation.
UNDERLYING INVESTMENTS
Growth Portfolio
80% stocks
20% bonds
INVESTMENT OBJECTIVE
Seeks to provide capital appreciation and low to moderate current income.
UNDERLYING INVESTMENTS
Income Portfolio
20% stocks
80% bonds
INVESTMENT OBJECTIVE
Seeks to provide capital appreciation and current income.
UNDERLYING INVESTMENTS
Moderate Growth Portfolio
60% stocks
40% bonds
INVESTMENT OBJECTIVE
Seeks to provide capital appreciation and current income.
UNDERLYING INVESTMENTS
Bond portfolios
Bond Market Index Portfolio
100% bonds
INVESTMENT OBJECTIVE
Seeks to track the performance of a broad, market-weighted bond index.
UNDERLYING INVESTMENT
Conservative Income Portfolio
75% bonds
25% short-term reserves
INVESTMENT OBJECTIVE
Seeks to provide current income.
UNDERLYING INVESTMENTS
International Bond Market Index Portfolio
100% bonds
INVESTMENT OBJECTIVE
Seeks to track the performance of a benchmark index that measures the investment return of a non-U.S.-dollar-demoninated investment-grade bonds.
UNDERLYING INVESTMENT
Short-Term Bond Index Portfolio
100% bonds
INVESTMENT OBJECTIVE
Seeks to track the performance of a market-weighted bond index with a short-term dollar-weighted average maturity.
UNDERLYING INVESTMENT
Short-term investments
Interest Accumulation Portfolio
100% short-term reserves
INVESTMENT OBJECTIVE
Seeks income consistent with the preservation of principal.
UNDERLYING INVESTMENT