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Account Transfer – Portfolios Overview

The information below represents the percentage of portfolio allocation per asset class, identified per risk profile (P1-P12).

Risk Profiles P1 – P6

Asset ClassP1P2P3P4P5P6
Large Cap Growth3.5%4.8%6.6%8.3%9.0%9.7%
Large Cap Value 3.5%4.8%6.6%8.3%9.0%9.7%
Mid Cap0.7%1.0%1.4%1.8%1.8%1.8%
Small Cap0.7%1.0%1.4%1.8%1.8%1.8%
REITs0.3%0.5%0.9%1.2%1.1%1.0%
Developed Markets
Equity
2.8%4.1%5.9%7.7%8.0%8.2%
Emerging Markets
Equity
0.8%1.2%1.9%2.6%2.5%2.4%
Investment Grade
Debt 1
32.1%27.4%23.4%19.4%18.0%16.6%
Investment Grade
Debt 2
25.7%27.2%23.2%19.5%17.8%16.4%
US High Yield9.3%8.2%7.2%6.2%5.4%4.6%
Emerging Markets Debt5.6%4.8%4.1%3.4%2.6%1.7%
Equity Alternatives 10.0%0.0%0.0%0.0%1.8%3.6%
Equity Alternatives 20.0%0.0%0.0%0.0%1.8%3.6%
Fixed Income
Alternatives
9.6%9.6%9.6%9.6%8.4%7.2%
Core Diversifiers0.0%0.0%2.4%4.8%4.8%4.8%
Cash5.4%5.4%5.4%5.4%6.2%6.9%

Risk Profiles 7-12

Asset ClassP7P8P9P10P11P12
Large Cap Growth10.3%10.8%12.6%14.3%16.8%19.2%
Large Cap Value 10.3%10.8%12.6%14.3%16.8%19.2%
Mid Cap2.0%2.2%2.6%3.0%3.5%4.0%
Small Cap2.0%2.2%2.6%3.0%3.5%4.0%
REITs1.1%1.2%1.6%1.9%2.3%2.6%
Developed Markets
Equity
8.8%9.4%11.2%13.0%15.2%17.4%
Emerging Markets
Equity
2.7%2.9%3.6%4.3%5.1%5.8%
Investment Grade
Debt 1
15.6%14.6%11.0%7.9%4.0%0.0%
Investment Grade
Debt 2
15.2%14.5%10.9%7.8%3.8%0.3%
US High Yield4.4%4.1%3.8%3.4%1.7%0.0%
Emerging Markets Debt1.5%1.2%1.1%1.0%0.5%0.0%
Equity Alternatives 14.2%4.8%6.0%7.2%7.4%7.6%
Equity Alternatives 24.2%4.8%6.0%7.2%7.4%7.6%
Fixed Income
Alternatives
6.0%4.8%2.4%0.0%0.0%0.0%
Core Diversifiers4.8%4.8%4.8%4.8%5.0%5.2%
Cash6.9%6.9%7.2%6.9%7.0%7.1%

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