Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.21% 0.01% 66.41M 40.67
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 10.10% 19.29M Upgrade

Basic Info

Investment Strategy
Provide investors with a diversified portfolio designed to provide long-term capital appreciation with additional stability derived from income by investing primarily in a diversified mix of exchange traded funds that invest in Canadian, U.S. and international fixed income and equity securities. The fund may also invest in other mutual funds or invest directly in individual fixed income and equity securities and cash or cash equivalents. In accordance with its investment strategies, the funds asset allocation may change over time to reflect the portfolio advisors current and long-term outlook for each asset class.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Allocation
Global Peer Group Mixed Asset CAD Aggressive - Global
Peer Group Global Equity Balanced
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Franklin Templeton
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
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Total Return (NAV)
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--
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Peer Group Rtn. (NAV)
--
--
--
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--
--
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
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15.94%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.46%
--
--
--
--
--
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12.03%
17.08%
As of December 12, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.50%
Stock 78.66%
Bond 19.51%
Convertible 0.00%
Preferred 0.26%
Other 0.08%
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Basic Info

Investment Strategy
Provide investors with a diversified portfolio designed to provide long-term capital appreciation with additional stability derived from income by investing primarily in a diversified mix of exchange traded funds that invest in Canadian, U.S. and international fixed income and equity securities. The fund may also invest in other mutual funds or invest directly in individual fixed income and equity securities and cash or cash equivalents. In accordance with its investment strategies, the funds asset allocation may change over time to reflect the portfolio advisors current and long-term outlook for each asset class.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Allocation
Global Peer Group Mixed Asset CAD Aggressive - Global
Peer Group Global Equity Balanced
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Franklin Templeton
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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