Vanguard Canada Portfolios

When Vanguard holdings are chosen for you by your Portfolio Manager,  your portfolio will be made up of the following ETF holdings according to the risk level that is determined to be the best for you.

If your circumstances require three or more funds, the information below is still very much relevant. You will own the individual component funds in similar allocations to the one-fund and two-fund solution. 

A word about bond (fixed income) funds: some of these funds can be expensive due to adverse tax treatment. If you have non-registered accounts, we may substitute more tax-efficient bond funds for the Vanguard bond funds listed below.

0% Equity - This is a one fund solution consisting of the  Vanguard Canadian Aggregate Bond ETF

20% Equity - This is a one fund solution consisting of the Vanguard Conservative Income ETF

40% Equity - This is a one fund solution consisting of the Vanguard Conservative ETF

50% Equity - This is a two fund solution consisting of  50% Vanguard Canadian Aggregate Bond ETF and 50% Vanguard All Equity ETF

60% Equity - This is a one fund solution consisting of the Vanguard Balanced ETF

70% Equity - This is a two fund solution consisting of 70% Vanguard All Equity ETF and 30% Vanguard Canadian Aggregate Bond ETF

80% Equity - This is a one fund solution consisting of the Vanguard Growth ETF

100% Equity - This is a one fund solution consisting of the Vanguard All Equity ETF

Note: We have omitted 10%, 30% and 90% equity portfolios from the list above but can provide these options if needed.