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Meritage Portfolios®

 

Independent. Diligent. Proactive.

       
Launched in 2006, Meritage Portfolios offer an objectively managed portfolio solution featuring mutual funds and exchange-traded funds (ETFs). The Meritage family includes 31 portfolios designed to cater to any investor profile.

As of September 30, 2017, Meritage Portfolios had more than $3.5 billion in assets under management, making it one of the fastest growing fund families.

Find out more about: 

 


 

 Culture and benefits    


  • 100% third-party funds
  • Complete suite offering of investor profiles
  • Optimal diversification
  • Exclusive selection process
 


  • Leading portfolio managers
  • External monitoring due diligence process
  • Solution to POS3

    Discover the culture and benefits


Range of portfolios

The Meritage Portfolios offering is made up of strategic and tactical portfolios. Learn more about the portfolios’ construction process and the diligent monitoring that follows.

Learn more about the range of portfolios

Management firms

The success of Meritage depends on partnerships with outstanding fund managers across the globe. These managers complement each other and are selected for their expertise and performance history.

Learn more about the management firms

Investor profiles and asset allocation

Meritage Portfolios line-up is designed to suit the unique needs of the different investor profiles. You will certainly find the solution that fits your investment objectives.

Learn more about the investor profiles

Meritage Portfolios List


Tactical ETF Portfolios

Fixed IncomeModerate  |  Balanced  |  Growth | Equity |


Global Portfolios

Conservative  |  Moderate  |  Balanced  |  Growth*  |  Dynamic Growth*  |


Income Portfolios

Diversified Fixed Income  |  Conservative  |  Moderate  |  Balanced  |  Growth  |  Dynamic Growth  |


Investment Portfolios

Conservative  |  Moderate  |  Balanced  |  Growth*  |  Dynamic Growth*  |


Equity Portfolios

Canadian*  |   Global*  |  International  |  American  |

*Also offered in corporate class



Other important information

* Source: PALTrak as of September 30, 2017. Quartile rankings are determined by Morningstar Research Inc. Quartile measures show how well a fund has performed compared to all other funds in its peer group. Peer groups are defined such that mutual funds are ranked only versus other mutual funds that are in the same category. The top 25% of funds (with the highest performance) (or quarter) are in the first quartile, the next 25% of funds are in the second, and the next group is in the third quartile. The 25% of funds with the poorest performance are in the fourth quartile. Quartile rankings are not available for current yield.

Data as at September 30, 2017, based on performance, net of fees, of Meritage Portfolios (F Series):

The Meritage Conservative Portfolio, launched on September 25, 2006 (Canadian Fixed Income Balanced Category): 1 year: 3
rd quartile (604 funds in the category), 0.75%; 3 years: 2nd quartile (477 funds in the category), 3.73%; 5 years: 2nd quartile (345 funds in the category), 4.40%; 10 years: 1st quartile (144 funds in the category), 4.68%.

The Meritage Moderate Portfolio, launched on September 25, 2006 (Canadian Fixed Income Balanced Category): 1 year: 1
st quartile (604 funds in the category), 2.62%; 3 years: 1st quartile (477 funds in the category), 4.70%; 5 years: 1st quartile (345 funds in the category), 6.10%; 10 years: 1st quartile (144 funds in the category), 5.22%.

The Meritage Balanced Portfolio, launched on September 25, 2006 (Canadian Neutral Balanced Category): 1 year: 2
nd quartile (725 funds in the category), 4.20%; 3 years: 1st quartile (536 funds in the category), 5.44%; 5 years: 1st quartile (405 funds in the category), 7.35%; 10 years: 1st quartile (168 funds in the category), 5.75%.

The Meritage Growth Portfolio, launched on September 25, 2006 (Canadian Neutral Balanced Category): 1 year: 2
nd quartile (725 funds in the category), 5.46%; 3 years: 1st quartile (536 funds in the category), 5.99%; 5 years: 1st quartile (405 funds in the category), 8.71%; 10 years: 1st quartile (168 funds in the category), 5.87%.

The Meritage Dynamic Growth Portfolio, launched on September 25, 2006 (Global Equity Balanced Category): 1 year: 2
nd quartile (1,251 funds in the category), 7.41%; 3 years: 2nd quartile (840 funds in the category), 7.02%; 5 years: 2nd quartile (570 funds in the category), 10.28%; 10 years: 1st quartile (276 funds in the category), 6.06%.

The Meritage Diversified Fixed Income Portfolio, launched on October 29, 2013 (Global Fixed Income Category): 1 year: 3
rd quartile (412 funds in the category), -0.83%; 3 years: 2nd quartile (249 funds in the category), 2.97%.

The Meritage Conservative Income Portfolio, launched on September 25, 2006 (Canadian Fixed Income Balanced Category): 1 year: 3
rd quartile (604 funds in the category), 0.58%; 3 years: 3rd quartile (477 funds in the category), 3.12%; 5 years: 4th quartile (345 funds in the category), 3.37%; 10 years: 1st quartile (144 funds in the category), 4.54%.

The Meritage Moderate Income Portfolio, launched on September 25, 2006 (Canadian Fixed Income Balanced Category): 1 year: 1
st quartile (604 funds in the category), 2.75%; 3 years: 1st quartile (477 funds in the category), 4.16%; 5 years: 2nd quartile (345 funds in the category), 5.03%; 10 years: 1st quartile (144 funds in the category), 5.18%.

The Meritage Balanced Income Portfolio, launched on September 25, 2006 (Canadian Neutral Balanced Category): 1 year: 2
nd quartile (725 funds in the category), 4.67%; 3 years: 1st quartile (536 funds in the category), 5.17%; 5 years: 2nd quartile (405 funds in the category), 6.50%; 10 years: 1st quartile (168 funds in the category), 5.84%.

The Meritage Growth Income Portfolio, launched on September 25, 2006 (Canadian Neutral Balanced Category): 1 year: 1
st quartile (725 funds in the category), 6.46%; 3 years: 1st quartile (536 funds in the category), 6.00%; 5 years: 1st quartile (405 funds in the category), 8.01%; 10 years: 1st quartile (168 funds in the category), 6.34%.

The Meritage Dynamic Growth Income Portfolio, launched on September 25, 2006 (Canadian Equity Balanced Category): 1 year: 1
st quartile (523 funds in the category), 8.11%; 3 years: 1st quartile (401 funds in the category), 6.51%; 5 years: 1st quartile (314 funds in the category), 9.04%; 10 years: 1st quartile (161 funds in the category), 6.50%.


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