The Trending Value Portfolios
Systematic Investment Management
Cash Stewardship Model
A portfolio of bonds, alternatives, and cash equivalents providing a low risk alternative to GICs and savings accounts.
ROR: 3.82%
Risk Level: Low
Pension Portfolio
A diversified portfolio of leading company stocks, global bonds, and alternatives providing stable, long-term growth and income.
ROR: 8.17%
Risk Level: Medium
Growth Portfolio
A portfolio of leading global company stocks with the goal of maximum absolute returns and active risk management.
ROR: 11.09%
Risk Level: Medium-High
Focused Growth Portfolio
A more concentrated portfolio of leading global company stocks that achieves maximum absolute growth and downside protection.
ROR: 13.86%
Risk Level: Medium-High
Data as of Sept. 21, 2020
