Portfolios

A portfolio to meet your needs

The five ivari CI Portfolios lie on the efficient frontier – meaning they are designed to maximize returns while minimizing volatility for that level of risk tolerance.

A portfolio to meet your needs - ivari CI Conservative Portfolio. ivari CI Canadian Balanced Portfolio. ivari CI Balanced Portfolio. ivari CI Growth Portfolio. ivari CI Maximum Growth Portfolio
 

  • ivari CI Conservative Portfolio
    This portfolio may be right for a person who will invest for a medium to long term and wants potential for income and some growth and is comfortable with small to moderate changes in value during the term.

  • ivari CI Canadian Balanced Portfolio
    This portfolio may be right for a person who will invest for a medium to long term and wants potential for growth and income and is comfortable with small to moderate changes in value during the term.

  • ivari CI Balanced Portfolio
    This portfolio may be right for a person who will invest for a medium to long term and wants potential for growth and income and is comfortable with small to moderate changes in value during the term.

  • ivari CI Growth Portfolio
    This portfolio may be right for a person who will invest for a medium to long term and wants potential for growth and some income and is comfortable with small to moderate changes in value during the term.

  • ivari CI Maximum Growth Portfolio
    This portfolio may be right for a person who will invest for the long term and wants potential for growth and is comfortable with moderate changes in value during the term.