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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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How can we help?

Find out more about our Managed Portfolio Service.

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Our portfolios

This profile seeks to produce a return of inflation +2% over a rolling five-year period.

This profile seeks to produce a return of inflation +3% over a rolling seven-year period.

This profile seeks to produce a return of inflation +4% over a rolling ten-year period.

This profile seeks to produce a return equivalent to 80% of the equity benchmark over a rolling ten-year period.

This profile seeks to produce a return equivalent to the equity benchmark over a rolling ten-year period.

This portfolio seeks to produce returns of 3-5% per annum over the medium term, predominantly through income but with the possibility for capital gains.

How can we help?

Find out more about our Managed Portfolio Service.

Get in touch

Investment involves risk. The value of investments and the income from them can go down as well as up and investors may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

Our portfolios are designed to work over a typical investment cycle of five to ten years, so we recommend you stay invested for at least five years.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

Related products

International Managed Portfolio Service

Looking to service international clients? We also offer an International Model Portfolio Service, consisting of three risk-rated portfolios, which benefit from our investment expertise, global research and continuous monitoring.

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Smart Passive Portfolio Service

Our Smart Passive Service combines the best of a cost-effective passive fund portfolio with the investment management expertise of Canaccord Genuity Wealth Management. It comprises six portfolio options to choose from, depending on each client’s attitude to investment risk.

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.