Managed Index
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For Universal Life Investment Accounts

Managed Portfolios









 
(As Of Mar 31, 2024)
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 - Advisor Series 1.00% C 2.23% 4.94% 12.59% 4.94% 10.59% 3.17% 4.50% 5.02% 5.47% View Summary Report
Add to Favourites BMO Conservative ETF Portfolio Advisor Series 1.00% B 1.70% 2.83% 10.40% 2.83% 7.76% 1.19% 2.63% 3.58% 3.92% View Summary Report
Add to Favourites BMO Equity Growth ETF Portfolio - Advisor Series 1.00% C 3.10% 8.64% 16.16% 8.64% 15.74% 6.92% 7.99% 7.82% 8.33% View Summary Report
Add to Favourites BMO Fixed Income ETF Portfolio Advisor Series 0.75% C 0.86% -0.80% 6.75% -0.80% 2.88% -1.95% -0.28% 1.02% 1.17% View Summary Report
Add to Favourites BMO Growth ETF Portfolio - Advisor Series 1.00% C 2.75% 6.92% 14.60% 6.92% 13.17% 5.16% 6.35% 6.42% 6.90% View Summary Report
Add to Favourites BMO Income ETF Portfolio - Advisor Series 1.00% D 1.39% 1.51% 9.14% 1.51% 5.92% -0.16% 1.41% 2.50% 2.86% View Summary Report
Add to Favourites CI Portfolio Series Balanced Fd Cl A 0.75% D 2.13% 6.15% 12.50% 6.15% 11.21% 3.37% 4.88% 4.50% 6.44% View Summary Report
Add to Favourites CI Portfolio Series Balanced Growth Fd Cl A 0.75% C 2.37% 7.12% 13.46% 7.12% 12.79% 4.30% 5.92% 5.13% 4.95% View Summary Report
Add to Favourites CI Portfolio Series Conservative Balanced Fd A 0.75% C 1.83% 4.90% 11.10% 4.90% 9.34% 2.64% 4.06% 3.93% 4.56% View Summary Report
Add to Favourites CI Portfolio Series Conservative Fd Cl A 1.00% D 1.64% 4.08% 10.39% 4.08% 8.21% 1.79% 3.27% 3.36% 4.55% View Summary Report
Add to Favourites CI Portfolio Series Growth Fd Cl A 0.75% B 2.60% 8.06% 14.37% 8.06% 14.20% 5.26% 6.93% 5.78% 5.06% View Summary Report
Add to Favourites CI Portfolio Series Income Fd Cl A 1.00% B 1.56% 4.01% 9.96% 4.01% 7.93% 1.80% 2.61% 3.04% 4.51% View Summary Report
Add to Favourites Franklin Quotential Balanced Growth Port A 0.75% C 2.14% 5.55% 13.53% 5.55% 11.29% 3.60% 4.78% 4.26% 4.84% View Summary Report
Add to Favourites Franklin Quotential Balanced Income Port A 1.00% B 1.66% 3.41% 11.13% 3.41% 7.98% 1.53% 2.89% 3.10% 4.16% View Summary Report
Add to Favourites Franklin Quotential Diversified Equity Port A 1.00% D 2.86% 10.37% 19.06% 10.37% 19.60% 6.89% 8.58% 6.92% 6.23% View Summary Report
Add to Favourites Franklin Quotential Diversified Income Port A 1.00% D 1.32% 1.89% 9.45% 1.89% 5.89% 0.11% 1.51% 2.03% 3.35% View Summary Report
Add to Favourites Franklin Quotential Growth Portfolio A 0.50% C 2.63% 7.74% 15.99% 7.74% 14.74% 5.75% 6.72% 5.49% 5.04% View Summary Report
Add to Favourites Invesco Canadian Premier Balanced Class A 0.75% B 1.85% 6.24% 14.44% 6.24% 13.98% 5.73% 5.46% 4.44% 5.13% View Summary Report
Add to Favourites Invesco Pure Canadian Equity Class Series A 0.75% C 3.33% 5.67% 13.09% 5.67% 13.52% 9.30% 8.97% 4.62% 5.84% 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) 2023 Sort by 2023 (highest to lowest) 2022 Sort by 2022 (highest to lowest) 2021 Sort by 2021 (highest to lowest) 2020 Sort by 2020 (highest to lowest) 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) PDF (View Summary Report)
Add to Favourites BMO Balanced ETF Portfolio - Advisor Series 1.00% C 10.17% -11.52% 7.52% 7.66% 13.25% -3.06% 6.74% 6.38% 4.23% 8.68% View Summary Report
Add to Favourites BMO Conservative ETF Portfolio Advisor Series 1.00% B 8.70% -12.01% 3.42% 7.55% 10.60% -2.31% 3.96% 5.03% 4.28% 8.35% View Summary Report
Add to Favourites BMO Equity Growth ETF Portfolio - Advisor Series 1.00% C 12.61% -10.49% 16.03% 7.70% 17.79% -4.97% 12.95% 7.30% 5.16% 10.80% View Summary Report
Add to Favourites BMO Fixed Income ETF Portfolio Advisor Series 0.75% C 6.61% -12.92% -2.39% 7.06% 6.15% 0.15% 0.47% 0.93% 3.17% 5.46% View Summary Report
Add to Favourites BMO Growth ETF Portfolio - Advisor Series 1.00% C 11.29% -11.01% 12.36% 7.53% 15.67% -4.02% 9.18% 7.03% 4.88% 9.35% View Summary Report
Add to Favourites BMO Income ETF Portfolio - Advisor Series 1.00% D 7.83% -12.45% 0.84% 7.31% 8.63% -1.58% 2.73% 3.19% 3.74% 7.69% View Summary Report
Add to Favourites CI Portfolio Series Balanced Fd Cl A 0.75% D 8.75% -10.70% 9.73% 5.59% 12.66% -4.59% 6.15% 4.28% 4.26% 8.84% View Summary Report
Add to Favourites CI Portfolio Series Balanced Growth Fd Cl A 0.75% C 9.92% -11.12% 11.72% 6.81% 14.14% -6.23% 7.84% 5.17% 4.42% 8.44% View Summary Report
Add to Favourites CI Portfolio Series Conservative Balanced Fd A 0.75% C 7.91% -10.09% 7.44% 5.66% 11.35% -3.52% 4.96% 3.83% 3.98% 8.71% View Summary Report
Add to Favourites CI Portfolio Series Conservative Fd Cl A 1.00% D 7.40% -10.68% 5.79% 5.70% 10.13% -2.49% 4.04% 2.77% 4.07% 8.06% View Summary Report
Add to Favourites CI Portfolio Series Growth Fd Cl A 0.75% B 10.64% -10.74% 13.45% 7.52% 15.95% -6.62% 8.22% 5.57% 4.51% 8.62% View Summary Report
Add to Favourites CI Portfolio Series Income Fd Cl A 1.00% B 6.63% -9.80% 5.12% 3.55% 8.33% -1.78% 3.75% 3.52% 4.47% 7.66% View Summary Report
Add to Favourites Franklin Quotential Balanced Growth Port A 0.75% C 10.01% -11.77% 9.43% 8.07% 11.34% -5.46% 6.23% 2.19% 5.21% 7.38% View Summary Report
Add to Favourites Franklin Quotential Balanced Income Port A 1.00% B 8.37% -12.06% 5.27% 7.61% 9.03% -3.90% 4.75% 1.92% 4.75% 6.86% View Summary Report
Add to Favourites Franklin Quotential Diversified Equity Port A 1.00% D 15.00% -13.94% 14.40% 12.82% 17.89% -7.34% 9.63% 0.68% 9.74% 7.67% View Summary Report
Add to Favourites Franklin Quotential Diversified Income Port A 1.00% D 7.49% -12.04% 1.73% 7.18% 7.32% -2.70% 3.59% 1.86% 3.00% 5.49% View Summary Report
Add to Favourites Franklin Quotential Growth Portfolio A 0.50% C 11.73% -11.46% 13.81% 8.45% 13.84% -6.84% 7.49% 2.06% 6.59% 7.63% View Summary Report
Add to Favourites Invesco Canadian Premier Balanced Class A 0.75% B 12.31% -9.20% 10.98% 2.73% 14.44% -8.33% 5.16% 7.18% 2.73% 7.90% View Summary Report
Add to Favourites Invesco Pure Canadian Equity Class Series A 0.75% C 12.51% -3.65% 29.23% -3.42% 18.59% -18.59% 3.31% 18.22% -9.09% 6.46% View Summary Report