Skip to main content

CC&L Select Balanced Growth Portfolio

The portfolio seeks to generate capital growth with moderate levels of year-to-year return variability. It is broadly diversified across different types of equity and at times will use fixed income securities.

This portfolio may be suitable for investors looking for the following criteria:

  • A balanced portfolio with an emphasis on long-term capital appreciation
  • A diversified mix of equity and fixed income securities
  • A portfolio for investors willing to accept moderate risk and changes in value over the short-to-medium term

The chart below shows the target asset allocation of each asset class, as well as the typical trading ranges for the portfolio.




CC&L Select Balanced Portfolio

CC&L Select Balanced Growth Portfolio

CC&L Select Growth Portfolio

Loading animation
Your Details

Get in touch

For security purposes, do not include any personal information such as account numbers, addresses, or social insurance numbers in your message.


This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.