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Legend |
+ Investment
category
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 Future
deposits breakdown by investment
category
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Click on a
market-related investment name to view its quarterly
fund
review
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For demo purposes, the results shown reflect sample data.
investment instructions - SAR » summary » change |
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Your investment instructions indicate how future deposits will be invested. To change your instructions, select the option that matches your Investor Profile and Investment Period. You may provide your own instructions by indicating the percentage to be allocated to each investment.
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| Investments | Mix (%) |
+ SL of Canada - 2 Year CIA | 20.000 |
+ 19 - Bond Manager B | 30.000 |
+ 17 - Canadian Equity Manager A | 13.000 |
+ 10 - Diversified Manager C |
12.000 |
+ 49 - US Equity Manager C | 12.000 |
+ 25 - International Equity Manager B | 13.000 |
 | | Total: | 100% |
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Future deposits breakdown by investment category
 | Your current investment instructions correspond to the MODERATE profile and an investment period of Between 10 and 25 years.
Your Avenue portfolio (for current holdings and future deposits) for this plan will be adjusted as your investment period shortens.
Your assets in this plan will be automatically rebalanced on a regular basis (SAR). | | |  | Prior to changing your investment instructions, you may wish to review your comfort level for risk and your investor profile by accessing the Investor Profile Questionnaire function. | |
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