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Heritage Portfolios
10180-101 Street Suite 1800 Edmonton AB, T5J 3S4
(780) 429-8964
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Heritage Portfolios
Heritage International Growth Portfolio
This portfolio is 100% equity and carries a medium to high risk profile. The objective is to provide clients with a high level of growth in their portfolio using a disciplined approach to invest in top quality U.S. and Canadian companies that pass strenuous fundamental screens. This portfolio is designed to give maximum exposure to both domestic and global trends.
Heritage Growth Portfolio
This portfolio is 70% equity and 30% fixed income and carries a medium risk profile. The objective is to provide investors with growth in capital while minimizing volatility in the principal value. The portfolio will invest in a diversified selection of Canadian stocks and bonds.
Heritage Solid Growth Portfolio
This portfolio is 50% equity and 50% fixed income and carries a medium risk profile. The objective is to provide clients with a combination of current income and growth. To accomplish this, the portfolio holds a large component in Canadian bonds and high dividend yielding companies while also investing in good quality U.S. and international companies.
Heritage Balanced Portfolio
This portfolio is 50% equity and 50% fixed income and carries a medium risk profile. The objective is to provide clients with a reasonable amount of growth in the portfolio while providing protection of capital. A large component is invested in Canadian bonds with the remainder invested in "Blue Chip", North American equities with a focus on companies with a history of growing dividends.
Heritage Income Portfolio
This portfolio is 30% equity and 70% fixed income and carries a medium risk profile. The primary objective is to provide clients with a high level of current income while protecting against erosion of the principal due to inflation.