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Meritage Portfolios

The Make-up of Meritage Portfolios.

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
† A short-term income solution is also available.
* The distribution rates are reviewed annually, are not guaranteed and may be readjusted based on market conditions. Please consult the simplified prospectus of the Meritage Portfolios® for more information.

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