Axiom Balanced Growth Portfolio [Class F]

The Portfolio will seek to:

  • Create a diversified portfolio of investments across several asset classes
  • Invest primarily in mutual funds
  • Achieve a balance of income and long-term capital growth by investing in a diversified mix of equity, income and bond mutual funds

We will not change the fundamental investment objectives of the Portfolio without the consent of unitholders by a majority of votes cast at a meeting of unitholders.

Additional Portfolio Information
Also available in Class A
Minimum Initial Investment Lump Sum:
  • $500 in both registered and non-registered accounts.
  • $100 for additional investments.
Distributions: Income and capital gains accumulated to date are intended to be distributed in the month of December.
Pre-Authorized Chequing Investment: $50 in both registered and non-registered accounts.Deposits may be made monthly, quarterly, semi-annually or annually.
Systematic Withdrawal Plan: $50 in non-registered accounts.Withdrawals may be made monthly, quarterly, semi-annually or annually.
Portfolio Codes
ATL CodesFront-End Load
Back-End Load
Low Load
Class FATL789
Inception DateMar 15, 2005
Management Expense Ratio (MER):
Class F   1.00%

Includes applicable taxes

Performance: Oct 31, 2022
3 mo6 moYTD1 yr3 yrs5 yrs10 yrsSince Inception
3 mo
6 mo
1 yr
3 yrs
5 yrs
10 yrs
Since Inception

Since Inception date : Mar 15, 2005

Calendar Year Performance

†Annualized MERs for the period ending August 31 2017 (as disclosed in each fund or portfolio's interim management report of fund performance). Renaissance Investments may have waived fees or absorbed expenses otherwise payable by a portfolio. At the discretion of Renaissance Investments, this practice may continue indefinitely and can be terminated at any time.

Management fees for Class F units are outlined in the Simplified Prospectus of the Portfolios. There are currently no management fees payable by the Class O units of the Underlying Pools in respect of the investment by the Portfolio in such Class O units. No management fees are payable by the Portfolio that would duplicate a fee payable by the Underlying Pool(s) for the same service.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Axiom Portfolios simplified prospectus before investing. The indicated rates of return are the historical annual compounded total returns for the Class F units, as at April 30, 2020 , including changes in unit value and reinvestment of all distributions, but do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.