International equities

Global equities

US equities

Canadian equities

Tactical Asset Allocation



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 | Description:

Broadly diversified portfolio that invests primarily in equities of large US companies.
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Benchmark: |
S&P 500 |
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Value added objective: |
2% annually (4-year moving periods) |
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Tracking error: |
3% to 5% annually |
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# of holdings: |
80 to 120 |
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Active currency management: |
Yes |
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Cash: |
0% to 20% |
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QUARTERLY BULLETINS |
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Download our latest quarterly bulletin |
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