Alto Portfolios
Diversification made easy
Its time to think about saving for your retirement by making the most of your hard earned money.
Alto Portfolios are scientifically designed to provide you with a one-step solution for investing in a well-diversified, global investment portfolio comprised of mutual funds.
Alto Portfolios are for you if:
- You are looking to invest in a diversified, group of mutual funds with either a global or Canadian focus through a single investment decision.
- You want a portfolio that will also automatically rebalance itself in order to remain true to your original investment objective.
Features and Benefits
Alto Portfolios are created with the following benefits in mind:
| Variety | Alto Portfolios offer global and Canadian diversification, various investment styles (value, blend, growth, large cap, mid cap, small cap) and asset class diversification (cash, bonds, equities). |
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| Simplicity | You invest in a global, diversified group of funds with a single investment decision. |
| Stability | The investments included in your portfolio are designed to match your profile. Invest in the portfolio that meets your comfort level. The underlying funds in the portfolios are automatically reviewed and rebalanced to maintain your original investment objective. |
| Diversification | You will hold a broad and diversified portfolio that provides more diversification, potentially less volatility and potential for more balanced growth than traditional single fund investments. |
| Opportunity | Your investment is positioned to take advantage of yield and growth opportunities whenever possible. |
The science behind Alto Portfolios
Alto Portfolios are based on Investors Group's strategic investment planning approach that creates an investment portfolio designed to meet your personal financial goals, time horizons and risk tolerance. Each portfolio has been constructed using methods designed to achieve maximum return to a given comfort level with risk. Your Investors Group Consultant will take the time to help determine which Alto Portfolio will best meet your investment needs.
For more information on our Alto Portfolios:
| Alto Conservative Portfolio | A | B | C |
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| Alto Moderate Conservative Portfolio | A | B | C |
| Alto Moderate Portfolio | A | B | C |
| Alto Moderate Aggressive Portfolio | A | B | C |
| Alto Moderate Aggressive Canada Focus Portfolio | A | B | C |
| Alto Aggressive Portfolio | A | B | C |
| Alto Aggressive Canada Focus Portfolio | A | B | C |
