iMarche
BlackRock Growth Portfolio
Investment Outlook:
The Fund seeks to provide its unitholders with long-term capital growth and modest income by investing in a diversified and growth-oriented portfolio that is comprised primarily of Canadian and global equity securities, but that also includes fixed income securities as a source of diversification. The Fund will invest primarily in iShares® ETFs (or other mutual funds) that are managed by BlackRock Canada or an affiliate (the “underlying funds”), but may also invest directly in fixed income securities, equity securities, and cash or cash equivalents.
PERFORMANCE
RETURN CALCULATOR
Estimated Returns
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with 00 % annual returns
CALENDAR RETURNS
| 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 |
|---|---|---|---|---|---|---|
| 9.71% | 5.20% | 7.40% | 10.29% | -4.53% | 6.72% | - |
COMPOUND RETURNS
| 1 MO | 3 MO | 6 MO | YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | INCEP |
|---|---|---|---|---|---|---|---|---|---|
| 0.54% | 0.18% | 5.74% | - | 5.23% | - | 5.34% | 5.65% | 0.00% | 6.43% |
RISK RATING
ASSET MIX
| Equity | 79.98% |
| Fixed Income | 16.08% |
| Alternatives | 3.06% |
| Cash And/Or Derivatives | 0.88% |
| Other | 0.00% |
GEOGRAPHICAL MIX
| Canada | 49.49% |
| United States | 22.34% |
| Japan | 5.20% |
| United Kingdom | 2.89% |
| France | 2.06% |
| China | 1.98% |
| Germany | 1.91% |
| Switzerland | 1.89% |
| Australia | 1.61% |
| Cash And/Or Derivatives | 1.09% |
TOP HOLDINGS
| Ishares S&P/Tsx 60 Index Etf | 30.09% |
| Ishares Core Msci Eafe Etf | 19.48% |
| Ishares Core S&P Etf | 15.99% |
| Ishares S&P/Tsx North American Pre | 8.89% |
| Ishs Core Cad Univ Bnd Idx | 5.93% |
| Ishares Core Msci Emerging | 5.75% |
| Ishs Cad Hybrd Cp Bd Idx Etf (Cad) | 5.01% |
| Ishares 1-5 Year Laddered Corporat | 4.87% |
| Ishares Global Real Estate Index F | 2.95% |
TAX IMPLICATIONS
In general, you'll have to pay income tax on any money you make on a fund. How much you pay depends on the tax laws where you live and whether or not you hold the fund in a registered plan, such as a Registered Retirement Savings Plan or a Tax-Free Savings Account. This plan can be held in the following registered plans- RRSP, TFSA, RESP, besides any other non-registered accounts.
Keep in mind that if you hold your fund in a non-registered account, fund distributions are included in your taxable income for each year that you hold the fund, whether you get them in cash or have them reinvested.
We recommend that you talk to your tax advisor to get an in-depth idea of your tax liability.
Other Details
| MER | 0.88% |
| REGISTERED PLAN ELIGIBILITY | RRSP, RESP, and TFSA |
| OTHER IMPORTANT LINKS | Click here |
Estimated Returns
0000000000
with 00 % annual returns
| 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 |
|---|---|---|---|---|---|---|
| 9.71% | 5.20% | 7.40% | 10.29% | -4.53% | 6.72% | - |
| 1 MO | 3 MO | 6 MO | YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | INCEP |
|---|---|---|---|---|---|---|---|---|---|
| 0.54% | 0.18% | 5.74% | - | 5.23% | - | 5.34% | 5.65% | 0.00% | 6.43% |
ASSET MIX
| Equity | 79.98% |
| Fixed Income | 16.08% |
| Alternatives | 3.06% |
| Cash And/Or Derivatives | 0.88% |
| Other | 0.00% |
GEOGRAPHICAL MIX
| Canada | 49.49% |
| United States | 22.34% |
| Japan | 5.20% |
| United Kingdom | 2.89% |
| France | 2.06% |
| China | 1.98% |
| Germany | 1.91% |
| Switzerland | 1.89% |
| Australia | 1.61% |
| Cash And/Or Derivatives | 1.09% |
TOP HOLDINGS
| Ishares S&P/Tsx 60 Index Etf | 30.09% |
| Ishares Core Msci Eafe Etf | 19.48% |
| Ishares Core S&P Etf | 15.99% |
| Ishares S&P/Tsx North American Pre | 8.89% |
| Ishs Core Cad Univ Bnd Idx | 5.93% |
| Ishares Core Msci Emerging | 5.75% |
| Ishs Cad Hybrd Cp Bd Idx Etf (Cad) | 5.01% |
| Ishares 1-5 Year Laddered Corporat | 4.87% |
| Ishares Global Real Estate Index F | 2.95% |
In general, you'll have to pay income tax on any money you make on a fund. How much you pay depends on the tax laws where you live and whether or not you hold the fund in a registered plan, such as a Registered Retirement Savings Plan or a Tax-Free Savings Account. This plan can be held in the following registered plans- RRSP, TFSA, RESP, besides any other non-registered accounts.
Keep in mind that if you hold your fund in a non-registered account, fund distributions are included in your taxable income for each year that you hold the fund, whether you get them in cash or have them reinvested.
We recommend that you talk to your tax advisor to get an in-depth idea of your tax liability.
| MER | 0.88% |
| REGISTERED PLAN ELIGIBILITY | RRSP, RESP, and TFSA |
| OTHER IMPORTANT LINKS | Click here |