Number of Underlying Holdings

How many underlying holdings will an investor gain exposure to with each of our investment strategies? This chart provides a representative example, demonstrating the reduction in underlying holdings when switching from our Standard strategy to one that takes into account ESG factors or an investor's values.

Holdings data was collected in June 2022. Analysis assumes that an investor is assigned to a Risk 6 model portfolio in a retirement account (e.g. RRSP) without any allocation to gold.