Balanced ETF Portfolio

What you get with Assante Connect ETF Portfolios

  • Access - ETFs provide the means to access global opportunities, quickly and cost-effectively. 
  • Choice - 5 Portfolio solutions designed to align risk tolerance and investment objectives, and to complement any existing holdings.
  • Opportunity - Exposure to evolving market opportunities with the aim of helping create and preserve wealth for the long-term.
  • Active - Experienced management team specializing in portfolio design, asset allocation and risk management.

Portfolio Summary

This portfolio is perfect for investors looking for moderate-income and moderate long-term growth, and who are ok with average risk exposure.

*For Illustrative Purposes Only. This chart is not intended to represent actual performance of any of the Assante Connect ETF Portfolios. Actual performance results of each Portfolio may vary.


Hypothetical Performance as of June 30, 2021

Period Annualized Returns Cumulative Returns
1 Month
3 Month
6 Month
1 Year 12.92% 12.92%
Since Inception (Sep 12, 2019) 7.09% 13.10%

Target Portfolio Composition

*Target asset allocations can vary by plus or minus 10%. 

Portfolio Information as of June 30, 2021

Fund Ticker Breakdown
CI First Asset MSCI International Low Risk Weighted ETF (Unhedged) RWX.B 28.00%
CI First Asset Investment Grade Bond ETF FIG 21.50%
Vanguard S&P 500 Index ETF VFV 15.50%
CI First Asset MSCI Canada Quality Index Class ETF FQC 13.00%
BMO Mid-Term US IG Corporate Bond Hedged to CAD Index ETF ZMU 10.50%
Horizons S&P/TSX 60 ETF HXT 10.00%
CI Gold Bullion Fund (hedged) VALT 1.50%

Portfolio MER

This is a hypothetical illustration of our portfolio performance as of the date noted above. The time-weighted performance is displayed in Canadian dollars and assumes daily rebalancing and the reinvestment of distributions. It is reflective of the model portfolio's target holdings and weights including portfolio changes. The performance is net of the management expense ratios (MERs); however, does not include Assante Connect’s management fee or taxes. Performance is annualized for all periods greater than one year. This performance may differ from clients’ actual account return due to the timing of deposits, withdrawals, buys and sells, and the reinvestment of distributions. 

The performance provided is for informational purposes only and is not to be considered as investment advice. Portfolio performance is not guaranteed. The value of your investment can go down, up and change frequently. Past performance is not indicative of future returns. There may be significant differences between the investment portfolios that are not discussed here, including different investment objectives and risk factors. You should always consider, in any investment decision, your investment objectives, needs, circumstances, restrictions, tolerance for risk, financial goals and investment time frame. 

By favouring ETFs managed by our Related Registrants, we have not considered other securities that may have characteristics, such as cost structure or past performance, similar or superior to the ETFs managed by our Related Registrants. 

Although Assante Connect believes the obtained information provided from third-party sources to be reliable, Assante Connect does not guarantee the information and disclaims any liability associated with the use of these performance results. Source: Morningstar Direct. For full details of calculation please contact [email protected] 

Assante Connect is a division of WealthBar Financial Services Inc (“WealthBar”). WealthBar Financial is a registered Portfolio Manager in all provinces and territories in Canada. Assante Connect is responsible for understanding your goals, ability and willingness to accept investment risk when recommending a portfolio that is suitable for you. Assante Connect and its portfolio managers have in-depth knowledge of all securities that they buy and sell or recommend for your account(s). Your portfolio manager knows each security well enough to understand and explain the risks, key features, and initial and ongoing costs and fees. Your advisor is not able to provide investment advice for your Assante Connect accounts.

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