Portefeuilles modèles - Version interactive
Pour fins d’illustration seulement. Les portefeuilles de clients peuvent être différents.
| Fonds | Conservateur |
|---|---|
| Année à ce jour | 2.96% |
| 1 an | 8.87% |
| 3 ans annualisé | 7.79% |
| 5 ans annualisé | 5.01% |
| 10 ans annualisé | 4.27% |
| 20 ans annualisé | 4.72% |
| Rendement le plus faible sur an an (03/2008-02/2009) | -9.08% |
| Écart-type sur 20 ans | 4.11% |
Conservateur
Funds Holdings
|
DFA 5 Year Global Fixed Income
|
21.00% |
|
DFA Global Targeted Credit Fixed Income
|
7.00% |
|
Vanguard Canadian Short Term Bond
|
24.50% |
|
Vanguard Canadian Short Term Corp Bond
|
17.50% |
|
Vanguard FTSE Canadian Capped REIT
|
5.00% |
|
DFA Canadian Core Equity
|
2.00% |
|
iShares Core S&P/TSX Capped Composite
|
3.00% |
|
DFA US Core Equity
|
5.00% |
|
Vanguard Total Market ETF
|
7.50% |
|
DFA International Core Equity
|
3.00% |
|
Vanguard FTSE Developed Markets ETF
|
3.38% |
|
Vanguard FTSE Emerging Market ETF
|
1.13% |
| Fonds | Prudent |
|---|---|
| Année à ce jour | 3.34% |
| 1 an | 10.02% |
| 3 ans annualisé | 9.16% |
| 5 ans annualisé | 6.28% |
| 10 ans annualisé | 5.16% |
| 20 ans annualisé | 5.34% |
| Rendement le plus faible sur an an (03/2008-02/2009) | -12.92% |
| Écart-type sur 20 ans | 5.13% |
Prudent
Funds Holdings
|
DFA 5 Year Global Fixed Income
|
18.00% |
|
DFA Global Targeted Credit Fixed Income
|
6.00% |
|
Vanguard Canadian Short Term Bond
|
21.00% |
|
Vanguard Canadian Short Term Corp Bond
|
15.00% |
|
Vanguard FTSE Canadian Capped REIT
|
5.00% |
|
DFA Canadian Core Equity
|
2.80% |
|
iShares Core S&P/TSX Capped Composite
|
4.20% |
|
DFA US Core Equity
|
7.00% |
|
Vanguard Total Market ETF
|
10.50% |
|
DFA International Core Equity
|
4.20% |
|
Vanguard FTSE Developed Markets ETF
|
4.73% |
|
Vanguard FTSE Emerging Market ETF
|
1.58% |
| Fonds | Équilibré |
|---|---|
| Année à ce jour | 4.08% |
| 1 an | 12.32% |
| 3 ans annualisé | 11.93% |
| 5 ans annualisé | 8.82% |
| 10 ans annualisé | 6.91% |
| 20 ans annualisé | 6.54% |
| Rendement le plus faible sur an an (03/2008-02/2009) | -20.23% |
| Écart-type sur 20 ans | 7.27% |
Équilibré
Funds Holdings
|
DFA 5 Year Global Fixed Income
|
12.00% |
|
DFA Global Targeted Credit Fixed Income
|
4.00% |
|
Vanguard Canadian Short Term Bond
|
14.00% |
|
Vanguard Canadian Short Term Corp Bond
|
10.00% |
|
Vanguard FTSE Canadian Capped REIT
|
5.00% |
|
DFA Canadian Core Equity
|
4.40% |
|
iShares Core S&P/TSX Capped Composite
|
6.60% |
|
DFA US Core Equity
|
11.00% |
|
Vanguard Total Market ETF
|
16.50% |
|
DFA International Core Equity
|
6.60% |
|
Vanguard FTSE Developed Markets ETF
|
7.43% |
|
Vanguard FTSE Emerging Market ETF
|
2.48% |
| Fonds | Assertif |
|---|---|
| Année à ce jour | 4.44% |
| 1 an | 13.48% |
| 3 ans annualisé | 13.32% |
| 5 ans annualisé | 10.10% |
| 10 ans annualisé | 7.78% |
| 20 ans annualisé | 7.13% |
| Rendement le plus faible sur an an (03/2008-02/2009) | -23.70% |
| Écart-type sur 20 ans | 8.36% |
Assertif
Funds Holdings
|
DFA 5 Year Global Fixed Income
|
9.00% |
|
DFA Global Targeted Credit Fixed Income
|
3.00% |
|
Vanguard Canadian Short Term Bond
|
10.50% |
|
Vanguard Canadian Short Term Corp Bond
|
7.50% |
|
Vanguard FTSE Canadian Capped REIT
|
5.00% |
|
DFA Canadian Core Equity
|
5.20% |
|
iShares Core S&P/TSX Capped Composite
|
7.80% |
|
DFA US Core Equity
|
13.00% |
|
Vanguard Total Market ETF
|
19.50% |
|
DFA International Core Equity
|
7.80% |
|
Vanguard FTSE Developed Markets ETF
|
8.78% |
|
Vanguard FTSE Emerging Market ETF
|
2.93% |
| Fonds | Audacieux |
|---|---|
| Année à ce jour | 4.79% |
| 1 an | 14.63% |
| 3 ans annualisé | 14.72% |
| 5 ans annualisé | 11.37% |
| 10 ans annualisé | 8.64% |
| 20 ans annualisé | 7.70% |
| Rendement le plus faible sur an an (03/2008-02/2009) | -27.07% |
| Écart-type sur 20 ans | 9.47% |
Audacieux
Funds Holdings
|
DFA 5 Year Global Fixed Income
|
6.00% |
|
DFA Global Targeted Credit Fixed Income
|
2.00% |
|
Vanguard Canadian Short Term Bond
|
7.00% |
|
Vanguard Canadian Short Term Corp Bond
|
5.00% |
|
Vanguard FTSE Canadian Capped REIT
|
5.00% |
|
DFA Canadian Core Equity
|
6.00% |
|
iShares Core S&P/TSX Capped Composite
|
9.00% |
|
DFA US Core Equity
|
15.00% |
|
Vanguard Total Market ETF
|
22.50% |
|
DFA International Core Equity
|
9.00% |
|
Vanguard FTSE Developed Markets ETF
|
10.13% |
|
Vanguard FTSE Emerging Market ETF
|
3.38% |