iMarche
BlackRock Balanced Portfolio
Investment Outlook:
The Fund seeks to provide its unitholders with a balance of long-term capital growth and income by investing in a diversified and balanced portfolio that is comprised of Canadian and global equity securities and, to a lesser extent, Canadian fixed income securities. 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 |
|---|---|---|---|---|---|---|
| - | 9.85% | 4.40% | 5.66% | 7.71% | -1.19% | - |
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 | 55.93% |
| Fixed Income | 32.87% |
| Alternatives | 10.05% |
| Cash And/Or Derivatives | 1.15% |
GEOGRAPHICAL MIX
| Canada | 55.78% |
| United States | 29.15% |
| Japan | 1.97% |
| China | 1.76% |
| Other | 10.03% |
| Cash And/Or Derivatives | 1.30% |
TOP HOLDINGS
| Ishs Core Cad Univ Bnd Idx Etf (Ca | 23.10% |
| Ishares S&P/Tsx 60 Index Etf | 20.65% |
| Ishares Core S&P Etf | 19.86% |
| Ishares Global Real Estate Index F | 10.05% |
| Ishares S&P/Tsx North American Pre | 6.68% |
| Ishs Edg Msci Min Vol Em Idx Etf | 5.65% |
| Ishs Cad Hybrd Cp Bd Idx Etf (Cad) | 4.92% |
| Ishares 1-5 Year Laddered Corporat | 4.85% |
| Ishs Edg Msci Min Vol Eafe Idx Etf | 3.09% |
| Cad Cash | 1.05% |
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 | 0.89% |
| 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 |
|---|---|---|---|---|---|---|
| - | 9.85% | 4.40% | 5.66% | 7.71% | -1.19% | - |
| 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 | 55.93% |
| Fixed Income | 32.87% |
| Alternatives | 10.05% |
| Cash And/Or Derivatives | 1.15% |
GEOGRAPHICAL MIX
| Canada | 55.78% |
| United States | 29.15% |
| Japan | 1.97% |
| China | 1.76% |
| Other | 10.03% |
| Cash And/Or Derivatives | 1.30% |
TOP HOLDINGS
| Ishs Core Cad Univ Bnd Idx Etf (Ca | 23.10% |
| Ishares S&P/Tsx 60 Index Etf | 20.65% |
| Ishares Core S&P Etf | 19.86% |
| Ishares Global Real Estate Index F | 10.05% |
| Ishares S&P/Tsx North American Pre | 6.68% |
| Ishs Edg Msci Min Vol Em Idx Etf | 5.65% |
| Ishs Cad Hybrd Cp Bd Idx Etf (Cad) | 4.92% |
| Ishares 1-5 Year Laddered Corporat | 4.85% |
| Ishs Edg Msci Min Vol Eafe Idx Etf | 3.09% |
| Cad Cash | 1.05% |
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 | 0.89% |
| REGISTERED PLAN ELIGIBILITY | RRSP, RESP, and TFSA |
| OTHER IMPORTANT LINKS | Click here |