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Optimize Growth Balanced Portfolio

Explore how the Optimize Growth Balanced Portfolio is designed for investors who seek long-term capital growth, while introducing greater diversification and balance to help manage risk and support steadier progress over time.

The Optimize Growth Balanced Portfolio is designed for investors who want to pursue long-term capital appreciation, but with a more balanced approach compared to a pure growth portfolio. By blending growth-oriented investments with additional allocations to income-oriented strategies and dynamically managed assets, this portfolio offers an enhanced level of diversification and risk management.

This portfolio is appropriate for investors with medium to long investment time horizons, and those who are comfortable with market volatility but prefer a more moderated experience compared to more aggressive portfolios.

Investment Mandate

The investment objective of the Optimize Growth Balanced Portfolio is to maximize long-term total returns for investors by investing in a diversified portfolio of growth-oriented and income-oriented investments, with an emphasis towards growth-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: 22.5%

  • Optimize Growth Equity Fund: 25%

  • Optimize Premium Yield Fund: 15%

  • Optimize Global Equity Fund: 9.5%

  • Optimize Dynamic Asset Allocation Fund: 22.5%

  • Optimize Diversified Income: 5%

  • Cash: 0.5%

This allocation reflects a growth-focused strategy that balances global equities with income-producing and dynamically managed investments. The presence of the Dynamic Asset Allocation Fund and Diversified Income Fund supports additional resilience and diversification.

Who Is This Portfolio Designed For?

The Optimize Growth Balanced Portfolio is well suited for:

  • Investors seeking long-term capital growth, with a desire for more stability than an all-growth approach.

  • Investors who can tolerate some market volatility but prefer a more balanced experience across market cycles.

  • Investors looking for a portfolio that introduces greater income generation potential alongside growth.

What to Expect from the Optimize Growth Balanced Portfolio

  • Moderate to high portfolio volatility.
    While still growth-oriented, the added balance introduces smoother behavior compared to the All Growth Portfolio.

  • Broad global diversification.
    Exposure to North American and international equities, fixed income, and alternative strategies helps manage risk and enhance portfolio resilience.

  • Income and diversification benefits.
    The inclusion of the Diversified Income Fund and dynamically managed assets provides an additional layer of balance and income generation.

Optimize’s Ongoing Management

At Optimize, we manage the Growth Balanced Portfolio with ongoing discipline, rebalancing, and oversight, ensuring the portfolio remains aligned with its strategy. We help you stay focused on your long-term plan, providing the coaching and support needed to navigate both smooth and turbulent markets without losing sight of your objectives.