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

Growth Portfolio

 

80% stocks

20% bonds

Income Portfolio

 

20% stocks

80% bonds

Moderate Growth Portfolio

 

60% stocks

40% bonds

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

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