Individual portfolios: Manage your strategy

With our individual portfolios, you can design and manage your own investment strategy, allowing you to have more control.

Choose from the 13 individual portfolios listed below to create a mix of 1 or more investments that reflects your time frame and your comfort level with risk.

When constructing your own strategy, keep in mind:

  • You can only move money from one portfolio to another twice a year.
  • The portfolio won't automatically become more conservative over time.
  • Market movements may cause your overall investment mix to change, requiring you to rebalance to keep it in line with your strategy.

Find the right asset mix

Before you review our individual portfolios, use this questionnaire to find the mix of stocks, bonds, and short-term investments that you're comfortable with. The results can help you choose portfolios.

Stock portfolios

Aggressive Growth Portfolio

 

100% stocks

INVESTMENT OBJECTIVE

Seeks capital appreciation.

UNDERLYING INVESTMENTS

Developed Markets Index Portfolio

 

100% stocks

INVESTMENT OBJECTIVE

Seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in Canada and the major markets of Europe and the Pacific region.

UNDERLYING INVESTMENT

Growth Stock Index Portfolio

 

100% stocks

INVESTMENT OBJECTIVE

Seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks.

UNDERLYING INVESTMENT

Mid-Cap Stock Index Portfolio

 

100% stocks

INVESTMENT OBJECTIVE

Seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks.

UNDERLYING INVESTMENT

Small-Cap Stock Index Portfolio

 

100% stocks

INVESTMENT OBJECTIVE

Seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks.

UNDERLYING INVESTMENT

Value Stock Index Portfolio

 

100% stocks

INVESTMENT OBJECTIVE

Seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks.

UNDERLYING INVESTMENT

Balanced portfolios

Conservative Growth Portfolio

 

25% stocks

75% bonds

Growth Portfolio

 

75% stocks

25% bonds

Moderate Growth Portfolio

Bond portfolios

Bond Market Index Portfolio

 

100% bonds

INVESTMENT OBJECTIVE

Seeks to track the performance of a broad, market-weighted bond index.

UNDERLYING INVESTMENT

Income Portfolio

 

75% bonds

25% short-term reserves

INVESTMENT OBJECTIVE

Seeks to provide current income.

UNDERLYING INVESTMENTS

Inflation-Protected Securities Portfolio

 

100% bonds

INVESTMENT OBJECTIVE

Seeks to provide inflation protection and income consistent with investment in inflation-indexed securities.

UNDERLYING INVESTMENT

Short-term investments

Interest Accumulation Portfolio

 

100% short-term reserves

INVESTMENT OBJECTIVE

Seeks income consistent with the preservation of principal.

UNDERLYING INVESTMENT

  • Vanguard Short-Term Reserves Account (100%)