With OneVest’s Core Portfolio, we aim to maximize your risk-adjusted return through advanced portfolio construction.
The Core Portfolio is much more than just buy-and-hold stocks and bonds - it’s actively constructed and includes alternative asset classes and investment strategies that provide both increased return enhancement as well as increased diversification.
What asset classes are included?
With OneVest's Core Portfolio, you have access to a diversified portfolio of asset classes and investment strategies, depending on your risk and return level.
Not familiar with all these types of assets? We've included information on each asset class type below:
|Global All-Cap Equities||Stocks diversified across developed and emerging markets, regions, sectors, and company size (market capitalization).|
|Real Return Bonds||Usually issued by governments, these types of bonds provide inflation protection. The principal and coupons are automatically adjusted according to the Consumer Price Index (CPI).|
|Long/Short Equity||An investment strategy that seeks to profit from both increases and decreases in company stock prices. A long/short strategy can generate much higher returns than a traditional buy-and-hold strategy but, often involves taking greater risk.|
|Listed Infrastructure||Consists of publicly traded companies that are owners and operators of infrastructure assets and capital-intensive, long-lived real assets such as roads, dams, bridges, waterways, railways, communication networks, and electricity systems.|
|Real Estate Investment Trusts||Consists of publicly-traded companies that own, operate, and/or finance income-generating real estate. Property types include apartments, data centers, hotels, medical facilities, offices, retail centers, and warehouses.|
|Corporate Credit||A type of fixed income that typically focuses on corporate bonds and loans. Credit investing carries greater risk than investment-grade bonds but, the potential returns are also higher.|
|Market Neutral Equity||An investment strategy that seeks to generate consistent positive returns regardless of the direction of the stock market.|
|Cryptocurrencies||Digital objects that work as a medium of exchange across a decentralized public transaction database ("blockchain"). The return potential and volatility of cryptocurrencies can be extremely high.|
|Commodities||Includes goods such as agricultural products, natural resources, and raw materials. Commodity prices can be sensitive to the economic cycle, exhibit volatility based on supply and demand, and are generally less correlated to stocks and bonds.|
|Investment Grade Bonds||Includes bonds that are typically issued by governments and large corporations. These bongs have high credit ratings and are considered relatively safe investments.|
|Event-Driven||An investment strategy that seeks to profit from defined catalysts that are typically major corporate events such as bankruptcies, mergers, and acquisitions, restructurings, spinoffs, or takeovers.|
|Canadian Dollars||Canadian dollar currency.|
What are the target allocations of asset classes for each risk & return level?
Whether you've signed up already and want to learn more about your asset class holdings, or are curious about learning more - we've included them below:
Last updated: March 2022
|Very Low Risk||Low Risk||Medium Risk||High Risk||Very High Risk|
|Target Asset Class Allocation|
|Global All-Cap Equities||15%||25%||26%||32%||37%|
|Real Return Bonds||6%||5%||0%||0%||0%|
|Real Estate Investment Trusts||0%||0%||4%||5%||5%|
|Market Neutral Equity||40%||34%||17%||10%||0%|
|Investment Grade Bonds||23%||20%||17%||9%||0%|
Your capital is at risk with any type of investment. The value of your portfolio with OneVest can increase or decrease. Past performance is no guarantee of future results. Please read our investment risk disclosure for more information.