Investing in a mix of other Meritas funds, this portfolio is heavily tilted towards equities. The target mix is 20% fixed income, 35% Canadian equity, and 25% U.S. equity with the balance in international equities. Even with such a high equity weighting, the portfolio’s volatility has been well below the benchmark and the peer group. This is a very respectable SRI offering, particularly for those looking for a well-diversified, one ticket solution.
