BlackRock Balanced Portfolio

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



Min. Investment amount 100
if 000000 invested every month for 0 year

Estimated Returns
0000000000

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

Low   Medium   High

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


Min. Investment amount 100
if 000000 invested every month for 0 year

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%
> Low >   > Medium >   > High

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

About iMarche and iMarche Learn: The content is provided for informational purposes only, is not intended as investment advice, and is not meant to suggest that a particular investment or strategy is suitable for any particular investor. If you’re unsure about an investment, you may wish to obtain advice from a qualified professional. Nothing herein should be considered an offer, solicitation of an offer, or advice to buy or sell securities. It’s also important to remember that past performance is no guarantee of future results.

IMarche and/or iMarche Learn shall assume no liability in case of any financial loss.