Meritage Portfolios provide access to the best blend of the best funds, offering diversification by asset class, geography, market capitalization and management style in a fund-of-funds wrap structure. Five investment portfolios provide a different risk return profile. These same profiles also exist with five income portfolios. There are also four pure equity portfolios. Regardless of your life-stage or risk profile, Meritage Portfolios represents the best possible combination of complementary funds available in a single investment solution that can be adapted to meet your immediate needs and grow with you.
Explore this chart to see the potential of Meritage Portfolios!
- Roll over the Fund names to view more information of the fund companies, their investment philosophies and the portfolio managers.
- Roll over the Portfolio names to view the portfolio fact sheet
