Skip to main content

CC&L Select Balanced Portfolio

The portfolio seeks to generate long-term capital growth, with fixed income investments used at times to dampen expected variability. It is broadly diversified across different types of equity and fixed income securities.

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

  • A diversified, balanced portfolio of fixed income and equity securities
  • A portfolio for investors willing to accept a low-to-moderate risk
  • A medium-term investment

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