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LifePoints® Balanced Growth Portfolio

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Investment Performance
Management Fees:
Summary of Investment Portfolio


Goal
The LifePoints® Balanced Growth Portfolio seeks to provide investors with long-term capital growth with some income.

Target Asset Allocation: 60% Equity/40% Fixed Income



Consider this portfolio if you:

 
  • Want to achieve a diversification of stocks and bonds in a single portfolio.
  • Can accept moderate volatility over the short-term.
  • Wish to reduce volatility through diversification of stocks and bonds.
  • Have intermediate to long-term investment goals.
  • Want a diversified "core" investment, or wish to complement the remainder of your portfolio.



Investment Performance

31-Jul-08   3 Months   YTD   1 Year   3 Years   5 Years   Incep.
Series B   -4.19   -5.15   -6.32   2   5.33   1.59

Management Fees: 2.40

Total Portfolio Assets: $1,425.55 Million as June 30, 2008

Summary of Investment Portfolio

Top 25 Holdings*  
as at June 30, 2008    
Percentage of net assets ($2,125,570,132) of the Portfolio    
Russell Canadian Fixed Income Fund Series B Units   40.7
Russell Canadian Equity Fund Series B Units   20.3
Russell US Equity Fund Series B Units   13.2
Russell Overseas Equity Fund Series B Units   13.1
Russell Global Equity Fund Series B Units   12.8
     
* This Portfolio has only 5 holdings as at June 30, 2008    
    `

Note: The statement of investment portfolio may change due to ongoing portfolio transactions of the fund. This list will be updated within 60 days of each quarter end.






Portfolio Inception: August 10, 2000

Date of first publish: August 8, 2008

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RELATED Items
Daily Values
 

LIFEPOINTS Portfolios
Balanced Income Portfolio
BALANCED GROWTH PORTFOLIO
Long-Term Growth Portfolio
All Equity Portfolio
 

UNDERLYING Funds
Russell Canadian Equity Fund
Russell US Equity Fund
Russell Overseas Equity Fund
Russell Global Equity Fund
Russell Canadian Fixed Income Fund
 

Is This PORTFOLIO   For You?
The LifePoints® Balanced Growth Portfolio seeks long term-growth with some income, through a disciplined and balanced allocation to equities and fixed income. The ratio of equities and fixed income investments aims to earn reasonable returns over the long run at moderate volatility.


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