The CONQUEST program offers a range of portfolios for investors based on individual risk tolerance.

CONSERVATIVE (0-50% stocks)

The objective of the CONQUEST CONSERVATIVE PORTFOLIO is to provide a risk-adjusted return better than that of a portfolio comprised of 25% stocks and 75% bonds over time.

BALANCED (25-75% stocks)

The objective of the CONQUEST BALANCED PORTFOLIO is to provide a risk-adjusted return better than that of a portfolio comprised of 50% stocks and 50% bonds over time.

MODERATE GROWTH (50-100% stocks)

The objective of the CONQUEST MODERATE GROWTH portfolio is to provide a risk-adjusted return better than that of a portfolio comprised of 75% stocks and 25% bonds over time.

AGGRESSIVE GROWTH (80-100% stocks)

The objective of the CONQUEST AGGRESSIVE GROWTH PORTFOLIO is to provide a risk-adjusted return better than that of a portfolio comprised of 90% stocks and 10% bonds over time.

What is CONQUEST?

The CONQUEST portfolios offer a comprehensive asset allocation strategy for investors. The program has a range of portfolios focused on matching investment objectives with risk tolerance.

Each portfolio is diversified, using exchange traded funds that cover a wide spectrum of assets, including stocks, bonds, cash, and alternative assets, where appropriate.

Portfolios have set ranges of stock and bond exposure depending on risk tolerance, but overall exposure to the stock market within those ranges is adjusted in response to changes in fundamental conditions.

Quarterly Reports

We publish a quarterly report on asset allocation that can be found here.