Portefeuilles modèles - Version interactive
Pour fins d’illustration seulement. Les portefeuilles de clients peuvent être différents.
| Fonds | Conservateur |
|---|---|
| 1 an | 10.12% |
| 3 ans annualisé | 3.48% |
| 5 ans annualisé | 4.33% |
| 10 ans annualisé | 4.33% |
| 20 ans annualisé | 4.74% |
| Rendement le plus faible sur an an (03/2008-02/2009) | -9.08% |
| Écart-type sur 20 ans | 4.10% |
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 U.S. Total Market Index ETF
|
7.50% |
|
DFA International Core Equity
|
3.00% |
|
December
|
3.38% |
|
Vanguard FTSE Emerging Mkts All Cap Index ETF
|
1.13% |
| Fonds | Prudent |
|---|---|
| 1 an | 11.94% |
| 3 ans annualisé | 4.26% |
| 5 ans annualisé | 5.35% |
| 10 ans annualisé | 5.25% |
| 20 ans annualisé | 5.35% |
| Rendement le plus faible sur an an (03/2008-02/2009) | -12.92% |
| Écart-type sur 20 ans | 5.10% |
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 U.S. Total Market Index ETF
|
10.50% |
|
DFA International Core Equity
|
4.20% |
|
December
|
4.73% |
|
Vanguard FTSE Emerging Mkts All Cap Index ETF
|
1.58% |
| Fonds | Équilibré |
|---|---|
| 1 an | 15.64% |
| 3 ans annualisé | 5.80% |
| 5 ans annualisé | 7.38% |
| 10 ans annualisé | 7.08% |
| 20 ans annualisé | 6.52% |
| Rendement le plus faible sur an an (03/2008-02/2009) | -20.23% |
| Écart-type sur 20 ans | 7.21% |
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 U.S. Total Market Index ETF
|
16.50% |
|
DFA International Core Equity
|
6.60% |
|
December
|
7.43% |
|
Vanguard FTSE Emerging Mkts All Cap Index ETF
|
2.48% |
| Fonds | Assertif |
|---|---|
| 1 an | 17.52% |
| 3 ans annualisé | 6.55% |
| 5 ans annualisé | 8.38% |
| 10 ans annualisé | 7.98% |
| 20 ans annualisé | 7.10% |
| Rendement le plus faible sur an an (03/2008-02/2009) | -23.70% |
| Écart-type sur 20 ans | 8.30% |
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 U.S. Total Market Index ETF
|
19.50% |
|
DFA International Core Equity
|
7.80% |
|
December
|
8.78% |
|
Vanguard FTSE Emerging Mkts All Cap Index ETF
|
2.93% |
| Fonds | Audacieux |
|---|---|
| 1 an | 19.43% |
| 3 ans annualisé | 7.31% |
| 5 ans annualisé | 9.37% |
| 10 ans annualisé | 8.88% |
| 20 ans annualisé | 7.66% |
| Rendement le plus faible sur an an (03/2008-02/2009) | -27.07% |
| Écart-type sur 20 ans | 9.39% |
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 U.S. Total Market Index ETF
|
22.50% |
|
DFA International Core Equity
|
9.00% |
|
December
|
10.13% |
|
Vanguard FTSE Emerging Mkts All Cap Index ETF
|
3.38% |