Axiom Portfolios
Axiom Portfolios     Portfolio Overview

Sophisticated Management, Simplified Process

For the investor who desires sophisticated portfolio management with the added simplicity of knowing that the rest is taken care of for them.

Axiom Portfolios consists of 8 portfolios designed to meet the needs of various types of Canadian investors:

Sophisticated Management

Axiom Portfolios follow the discipline of strategic asset allocation. Even for investors who understand the importance of diversification, it can sometimes be difficult to put the theory into practice. With Axiom, once investors and their financial advisors determine which Portfolio is best suited for their investment needs, the rest is taken care of.

Diversification
No matter which Axiom Portfolio you select, each one has been designed to minimize risks and solidify returns. We do this by ensuring each Portfolio is broadly diversified at multiple levels, ensuring there is not too heavy a reliance on any one individual stock, fund, sector, geographical region, or management style

Built-in Rebalancing

Axiom Portfolios are rebalanced on an ongoing basis to prevent over exposure to any one asset class. Axiom Portfolios are designed to maximize the potential for return, while staying within an investor's risk comfort level. When the asset allocation weightings shift more than 2.50% from the strategic asset allocation, the Portfolio is automatically rebalanced.

Monitoring

Axiom relies on a team of investment professionals, who selects and monitors Portfolio Managers of underlying investments.

Simplified Process

Client Profiling

The purpose of the Axiom Portfolio Selector is to determine the Axiom Portfolio that most accurately reflects each investor's investment personality.

Quarterly Portfolio Reviews

And to keep informed of the progress of the Portfolios, each quarter investors will receive a detailed, yet easy-to-understand, Quarterly Portfolio Review (QPR) customized to reflect the Portfolio selected. For even greater clarity, the QPR also features single-line reporting.

Eligibility

Portfolio Types Registered Non-Registered
Minimum Investment
  • Class A & Class F - $25,000 in both registered and non-registered accounts. Except for TFSA accounts - the minimum investment is $5,000.
  • Select Class - $250,000 in both registered and non-registered accounts.
  • Elite Class - $500,000 in both registered and non-registered accounts.
Householding available to meet minimum*
$100 for additional investments
Minimum for Pre-Authorized Chequing Plan (PAC) $50 in both registered and non-registered accounts
Minimum for Systematic Withdrawal Plan (SWP) $50 in non-registered accounts
  • $25,000 account minimum for Class A and Class F ($5,000 for TFSA accounts only)  
  • $250,000 account minimum for Select Class
  • $500,000 account minimum for Elite Class

 

*Class A & Class F
The minimum initial investment is $25,000. This minimum can be met by combining investments of immediate family members (parents, spouse, or children) of at least $10,000 per family member.

Select Class
The minimum initial investment is $250,000. This minimum can be met by combining investments of immediate family members (parents, spouse, or children) of at least $50,000 per family member.

Elite Class
The minimum initial investment is $500,000. This minimum can be met by combining investments of immediate family members (parents, spouse, or children) of at least $100,000 per family member.