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For Universal Life Investment Accounts

Managed Portfolios









 
(As Of Oct 31, 2020)
Favourite Options Fund Name Sort by Fund Name (Z - A) UL Fee Sort by UL Fee (lowest to highest) FundGrade Sort by FundGrade (A - E) 1 Mth Sort by 1 Mth (highest to lowest) 3 Mth Sort by 3 Mth (highest to lowest) 6 Mth Sort by 6 Mth (highest to lowest) YTD Sort by YTD (highest to lowest) 1 Yr Sort by 1 Yr (highest to lowest) 3 Yr Sort by 3 Yr (highest to lowest) 5 Yr Sort by 5 Yr (highest to lowest) 10 Yr Sort by 10 Yr (highest to lowest) Inception Sort by Inception (highest to lowest) PDF (View Summary Report)
Add to Favourites BMO Balanced ETF Portfolio Class Advisor Series 1.00% C -1.76% -1.59% 4.70% 0.39% 2.40% 3.29% 4.61% 5.36% 5.21% View Summary Report
Add to Favourites BMO Conservative ETF Portfolio Advisor Series 1.00% A -1.38% -1.69% 3.71% 2.43% 3.40% 3.40% 3.95% - 4.86% View Summary Report
Add to Favourites BMO Equity Growth ETF Portfolio Class Advisor Ser 1.00% C -2.43% -1.45% 6.36% -1.74% 2.10% 3.42% 5.87% 5.96% 5.61% View Summary Report
Add to Favourites BMO Fixed Income ETF Portfolio Advisor Series 0.75% C -0.78% -1.77% 1.71% 5.62% 5.04% 3.84% 2.84% - 3.04% View Summary Report
Add to Favourites BMO Growth ETF Portfolio Class - Advisor 1.00% C -2.15% -1.44% 5.58% -1.36% 1.64% 3.13% 5.03% 5.45% 5.13% View Summary Report
Add to Favourites BMO Income ETF Portfolio Class Advisor 1.00% D -1.15% -1.68% 3.08% 3.54% 4.02% 3.34% 3.22% 3.40% 3.44% View Summary Report
Add to Favourites Franklin Quotential Balanced Growth Port A 0.75% E -2.07% -1.51% 5.24% 1.09% 3.14% 2.07% 3.12% 4.57% 4.73% View Summary Report
Add to Favourites Franklin Quotential Balanced Income Port A 1.00% E -1.55% -1.42% 4.28% 2.33% 3.47% 2.32% 2.94% 4.07% 4.46% View Summary Report
Add to Favourites Franklin Quotential Diversified Equity Port A 1.00% E -2.71% -0.87% 8.39% 2.40% 6.65% 3.81% 4.62% 6.81% 5.55% View Summary Report
Add to Favourites Franklin Quotential Diversified Income Port A 1.00% D -1.11% -1.45% 3.26% 3.39% 3.75% 2.59% 2.80% 3.74% 4.16% View Summary Report
Add to Favourites Franklin Quotential Growth Portfolio A 0.50% D -2.57% -1.57% 6.21% -0.19% 2.75% 1.88% 3.25% 5.02% 4.42% View Summary Report
Add to Favourites Invesco Canadian Opportunity Class Series A 0.75% D -2.98% -2.68% 2.57% -19.83% -15.80% -8.64% -1.87% 1.94% 3.72% View Summary Report
Add to Favourites Invesco Core Canadian Balanced Class Series A 0.75% C -2.48% -1.42% 4.67% -5.12% -2.16% -0.30% 2.32% 4.49% 4.62% View Summary Report
Add to Favourites Portfolio Series Balanced Fund Class A 0.75% C -1.70% -1.61% 5.81% -1.91% 1.10% 1.81% 3.20% 5.21% 6.50% View Summary Report
Add to Favourites Portfolio Series Balanced Growth Fund Class A 0.75% D -1.71% -1.20% 8.03% -2.00% 1.47% 1.66% 3.59% 5.63% 4.52% View Summary Report
Add to Favourites Portfolio Series Conservative Balanced Fund A 0.75% C -1.72% -1.85% 5.04% -0.70% 1.57% 2.15% 3.11% 4.99% 4.56% View Summary Report
Add to Favourites Portfolio Series Conservative Fund Class A 1.00% D -1.55% -1.81% 4.49% 0.42% 2.12% 2.48% 3.01% 4.60% 4.75% View Summary Report
Add to Favourites Portfolio Series Growth Fund Class A 0.75% C -1.82% -1.09% 9.21% -2.29% 1.79% 1.97% 3.91% 6.09% 4.40% View Summary Report
Add to Favourites Portfolio Series Income Fund Class A 1.00% C -1.34% -1.72% 2.93% -0.19% 1.09% 2.08% 2.78% 4.40% 4.80% View Summary Report
Favourite Options Fund Name Sort by Fund Name (Z - A) UL Fee Sort by UL Fee (lowest to highest) FundGrade Sort by FundGrade (A - E) 2019 Sort by 2019 (highest to lowest) 2018 Sort by 2018 (highest to lowest) 2017 Sort by 2017 (highest to lowest) 2016 Sort by 2016 (highest to lowest) 2015 Sort by 2015 (highest to lowest) 2014 Sort by 2014 (highest to lowest) 2013 Sort by 2013 (highest to lowest) 2012 Sort by 2012 (highest to lowest) 2011 Sort by 2011 (highest to lowest) 2010 Sort by 2010 (highest to lowest) PDF (View Summary Report)
Add to Favourites BMO Balanced ETF Portfolio Class Advisor Series 1.00% C 13.32% -3.12% 6.76% 6.35% 3.80% 9.13% 7.90% 7.04% 1.30% - View Summary Report
Add to Favourites BMO Conservative ETF Portfolio Advisor Series 1.00% A 10.60% -2.31% 3.96% 5.03% 4.29% 8.35% - - - - View Summary Report
Add to Favourites BMO Equity Growth ETF Portfolio Class Advisor Ser 1.00% C 18.04% -5.11% 13.13% 7.26% 5.07% 11.25% 14.13% 7.48% -11.60% - View Summary Report
Add to Favourites BMO Fixed Income ETF Portfolio Advisor Series 0.75% C 6.15% 0.15% 0.48% 0.93% 3.17% 5.46% - - - - View Summary Report
Add to Favourites BMO Growth ETF Portfolio Class - Advisor 1.00% C 15.75% -4.15% 9.36% 6.92% 4.69% 9.29% 10.78% 8.63% -7.03% - View Summary Report
Add to Favourites BMO Income ETF Portfolio Class Advisor 1.00% D 8.61% -1.74% 2.48% 2.69% 3.15% 7.97% 0.93% 3.43% 3.28% - View Summary Report
Add to Favourites Franklin Quotential Balanced Growth Port A 0.75% E 11.34% -5.46% 6.23% 2.19% 5.22% 7.38% 14.88% 6.35% -4.48% 9.64% View Summary Report
Add to Favourites Franklin Quotential Balanced Income Port A 1.00% E 9.03% -3.90% 4.75% 1.92% 4.75% 6.86% 10.04% 5.78% -1.40% 8.61% View Summary Report
Add to Favourites Franklin Quotential Diversified Equity Port A 1.00% E 17.89% -7.34% 9.63% 0.69% 9.74% 7.68% 28.38% 10.03% -8.31% 7.33% View Summary Report
Add to Favourites Franklin Quotential Diversified Income Port A 1.00% D 7.32% -2.71% 3.59% 1.86% 3.00% 5.49% 5.88% 6.76% 3.19% 8.83% View Summary Report
Add to Favourites Franklin Quotential Growth Portfolio A 0.50% D 13.84% -6.84% 7.49% 2.06% 6.59% 7.63% 19.52% 7.56% -7.63% 9.80% View Summary Report
Add to Favourites Invesco Canadian Opportunity Class Series A 0.75% D 18.59% -18.59% 3.31% 18.22% -9.09% 6.46% 30.02% 6.56% -10.20% 9.40% View Summary Report
Add to Favourites Invesco Core Canadian Balanced Class Series A 0.75% C 14.44% -8.33% 5.16% 7.18% 2.73% 7.90% 18.11% 7.55% -4.26% 7.39% View Summary Report
Add to Favourites Portfolio Series Balanced Fund Class A 0.75% C 12.66% -4.59% 6.15% 4.28% 4.27% 8.84% 16.43% 8.08% -2.79% 8.69% View Summary Report
Add to Favourites Portfolio Series Balanced Growth Fund Class A 0.75% D 14.14% -6.23% 7.84% 5.17% 4.42% 8.44% 19.34% 8.55% -4.07% 9.32% View Summary Report
Add to Favourites Portfolio Series Conservative Balanced Fund A 0.75% C 11.35% -3.52% 4.97% 3.83% 3.98% 8.71% 14.55% 7.36% -1.27% 8.58% View Summary Report
Add to Favourites Portfolio Series Conservative Fund Class A 1.00% D 10.13% -2.49% 4.04% 2.77% 4.07% 8.06% 11.57% 6.74% -0.02% 8.89% View Summary Report
Add to Favourites Portfolio Series Growth Fund Class A 0.75% C 15.95% -6.62% 8.22% 5.57% 4.51% 8.62% 22.59% 9.27% -5.42% 9.54% View Summary Report
Add to Favourites Portfolio Series Income Fund Class A 1.00% C 8.33% -1.78% 3.75% 3.52% 4.47% 7.66% 8.46% 6.59% 3.88% 8.81% View Summary Report