Catégorie d’actifs mixtes Background
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Catégorie d’actifs mixtes

Fonds Conservateur Actif Purpose

Répartition des actifs

AS AT NOV 29, 2024

Actions - Géographie

AS AT NOV 29, 2024

Actif versus passif

AS AT NOV 29, 2024

Titres

AS AT NOV 29, 2024

TitresSymbolePoids
Trésorerie
CAD CashCAD Cash0.4%
Purpose High Interest Savings FundPSA3.6%
Revenu Fixe
BMO Aggregate Bond ETFZAG15.0%
iShares Core Canadian Corporate Bd ETFXCB10.4%
Mackenzie Unconstrained Bond ETFMUB4.6%
Purpose Global Bond ETFBND6.7%
iShares Core Canadian Short Term Bd ETFXSB4.6%
iShares Core US Aggregate Bond ETFAGG3.6%
Purpose Canadian Preferred Share ETFRPS5.8%
Équilibré
Purpose Tactical Asset Allocation ETFRTA4.1%
Actions nord-américaines
BMO S&P/TSX Capped Composite ETFZCN5.5%
Purpose Core Equity Income ETFRDE7.1%
Invesco S&P 500 Equal Weight ETF CADEQL5.7%
iShares MSCI USA Min Vol Factor ETFUSMV3.1%
International
Purpose International Dividend ETFPID6.1%
iShares Core MSCI EAFE ETFIEFA5.8%
Diversificateurs
Purpose Gold BullionKILO4.4%
Purpose Premium Yield ETFPYF3.6%