The CC&L Balanced Growth Portfolio seeks to generate capital growth with moderate levels of year-to-year return variability. The Portfolio is broadly diversified across different types of equity and at times fixed income securities.

 

This portfolio should be considered by investors who:

  • want a balanced portfolio with an emphasis on capital appreciation over the long term

  • want a diversified mix of equity and fixed income securities

  • are willing to accept moderate risk

  • are willing to accept some fluctuations in value over the short to medium term

For full portfolio details, click here to download the Portfolio Profile.

Home      |      Search      |      Site Map      |      Contact Us      |      Disclaimer      |      Privacy Policy