Multi-Asset Class Background
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Multi-Asset Class

Purpose Active Balanced Fund

Portfolio breakdown

AS AT MAY 09, 2024

Sector breakdown

AS AT MAY 09, 2024

Geographic breakdown

AS AT MAY 09, 2024

Credit Ratings breakdown

AS AT MAY 09, 2024

Top 10 HoldingsAS AT MAY 09, 2024

SECTORTHEMEGEOGRAPHYMATURITYPORTFOLIO WEIGHT# OF POSITIONS
Fixed Income IndexCanada10.99%
US Large CapUnited States9.03%
Equity IndexUnited States7.38%
Fixed Income IndexCanada6.94%
Equity IndexCanada6.18%
Fixed Income IndexUnited States5.35%
Fixed Income IndexCanada4.54%
Equity IndexUnited States4.20%
Equity IndexCanada2.99%
Equity IndexCanada2.37%