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Optimize Balanced Growth Portfolio

Explore how the Optimize Balanced Growth Portfolio is designed to balance long-term capital appreciation with income generation and stability, providing a smoother investment experience for those seeking a more conservative growth approach.

The Optimize Balanced Growth Portfolio is designed for investors who want to pursue long-term total returns while placing a higher emphasis on balance, income, and capital preservation compared to the more growth-oriented portfolios. By combining global equities, fixed income, and diversified income strategies, this portfolio seeks to provide a more consistent investment experience, helping investors remain invested with confidence through different market conditions.

It is suitable for investors with medium to long investment time horizons who are focused on growing their wealth, but who also value lower volatility and a steadier ride through market cycles.

Investment Mandate

The investment objective of the Optimize Balanced Growth Portfolio is to maximize long-term total returns for investors by investing in a diversified portfolio of growth-oriented and income-oriented investments across asset classes, sectors, and geographies, including fixed income securities and equity securities of North American and International public companies, ETFs, mutual funds, and other public diversified securities such as closed-end funds, as well as investments in private securities, private equity securities, and private credit securities.

Portfolio Allocation

  • Optimize Core Equity Fund: 20.5%

  • Optimize Growth Equity Fund: 20%

  • Optimize Premium Yield Fund: 20%

  • Optimize Global Equity Fund: 8.5%

  • Optimize Dynamic Asset Allocation Fund: 20.5%

  • Optimize Diversified Income: 10%

  • Cash: 0.5%

This allocation reflects a balanced approach that blends global equities with income-generating strategies and dynamically managed assets. The addition of a higher allocation to the Diversified Income Fund and Premium Yield Fund provides an important buffer during periods of market stress, offering stability and consistent cash flow.

Who Is This Portfolio Designed For?

The Optimize Balanced Growth Portfolio is best suited for:

  • Investors seeking long-term growth while prioritizing a smoother investment journey.

  • Investors who are moderately risk-tolerant but want a higher degree of capital preservation compared to growth-heavy strategies.

  • Investors looking for a balanced mix of growth, income, and portfolio stability.

What to Expect from the Optimize Balanced Growth Portfolio

  • Moderate portfolio volatility.
    The portfolio is expected to behave more conservatively than growth portfolios, providing a steadier experience through market cycles.

  • Diversification across multiple asset classes.
    The balanced exposure to equities, fixed income, dynamically managed strategies, and diversified income supports portfolio resilience and reduces reliance on any single market or sector.

  • Income support alongside growth.
    The portfolio is designed to generate income while still pursuing capital appreciation, making it well suited for investors seeking both objectives.

Optimize’s Ongoing Management

At Optimize, we manage the Balanced Growth Portfolio with ongoing diligence and discipline, rebalancing and monitoring the portfolio regularly to ensure alignment with its mandate and your plan. We also provide ongoing coaching and guidance, ensuring that you remain confident and supported through changing markets, always focused on your long-term success.