ModernAdvisor

ModernAdvisor portfolio fact sheets provide detailed information about our managed investment portfolios. Our fact sheets are designed to help you understand the key characteristics and performance of each portfolio, enabling you to make informed investment decisions.

You can find the latest portfolio fact sheets on our shared Google Drive by following the links below:

<a href="https://drive.google.com/drive/folders/1m-jlPEIWn2acozasmzCmIoVNoRZa351n?usp=drive_link" rel="nofollow noopener noreferrer" target="_blank">Core Portfolios</a>

<a href="https://drive.google.com/drive/folders/1RJC9DerbhnqZheWSvgb6T1tlLndbjff7?usp=drive_link" rel="nofollow noopener noreferrer" target="_blank">Harmony Portfolios</a>

<a href="https://drive.google.com/drive/folders/1FLKVyWcLiDf7dcuIBtNCImEiR_Afhc3j?usp=drive_link" rel="nofollow noopener noreferrer" target="_blank">BCV Actively Managed Portfolios</a>

- <a href="https://drive.google.com/drive/folders/1m-jlPEIWn2acozasmzCmIoVNoRZa351n?usp=drive_link" rel="nofollow noopener noreferrer" target="_blank">Core Portfolios</a>
- <a href="https://drive.google.com/drive/folders/1RJC9DerbhnqZheWSvgb6T1tlLndbjff7?usp=drive_link" rel="nofollow noopener noreferrer" target="_blank">Harmony Portfolios</a>
- <a href="https://drive.google.com/drive/folders/1FLKVyWcLiDf7dcuIBtNCImEiR_Afhc3j?usp=drive_link" rel="nofollow noopener noreferrer" target="_blank">BCV Actively Managed Portfolios</a>
   

If you are looking for more details on the ETFs, mutual funds, or pool funds that are held within the portfolios, you can look up the latest fund fact sheets below:

The portfolio fact sheets summarize the performance of various ModernAdvisor portfolios.

Where can I find ModernAdvisor Portfolio Fact Sheets?

See our Portfolios

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Symbol	Category	Fund name
XIC	Canadian Stocks	iShares Core S&P/TSX Capped Composite ETF
VUS	US Stocks	Vanguard US Total Market ETF
VEF	International Stocks	Vanguard Developed ex us ETF
VEE	Emerging Market Stocks	Vanguard FTSE Emerging Markets All Cap Index ETF
VRE	Real Estate	Vanguard FTSE Canadian Capped REIT ETF
VSB	Canadian Bonds	Vanguard Canadian Short-term Bond ETF

Symbol	Category	Fund name
XIC	Canadian Stocks	iShares Core S&P/TSX Capped Composite ETF
BCV201	North American Stocks	BCV North American Equity Pool
BCV420	Global Stocks	BCV Total Equity Pool
GCG478	Global Stocks	Guardian Fundamental Global Equity
VXC	Global Stocks	Vanguard FTSE Global ALL Cap ex Canada ETF
VSB	Canadian Bonds	Vanguard Canadian Short-term Bond ETF
VAB	Canadian Bonds	Vanguard Canadian Aggregate Bond ETF
BND	Global Bonds	Purpose Global Bond Fund
PSA	Cash Equivalent	Purpose High Interest Savings ETF

Symbol	Category	Fund name
BCV201	North American Stocks	BCV North American Equity Pool
BCV620	Global Stocks	BCV Value Pool
BCV420	Global Stocks	BCV Total Equity Pool
BCV201	Canadian Bonds	BCV Fixed Income Pool