Meritage Portfolios®: in a class of their own

The difficult economic climate and market turbulence are reminders of the importance of having a diversified portfolio. In addition to offering you excellent diversification, Meritage Portfolios® are automatically rebalanced to respect their initial asset allocation. This strategy ensures that your portfolio is always in line with your investor profile so that you can stay on the right track towards reaching your investment goals.

The best blend of the best funds

The 14 Meritage Portfolios® are both unique and innovative. They are composed entirely of third-party funds, ensuring complete objectivity, and are managed by seasoned experts with complementary management styles. The funds are rigorously selected from among the top funds in the industry and grouped to offer you the best possible all-in-one solutions. The fund-of-funds wrap structure ensures the best blend of the best funds. Take advantage of these solutions today!

Downloads

• Summary Table, as of April 1st
• 2010 Target Distribution Rates
• International Equity Portfolio 
• American Equity Portfolio 
• Brochure
• Questions & Answers
• Prospectus

All documents>>

Our publications

• Quarterly Newsletter  - Overview of domestic and international economic conditions as they relate to the Meritage Portfolios.