EdgePoint Portfolios

Wealth Management

Portfolio name Category Description
EdgePoint Canadian Portfolio Canadian Equity Seeks long-term capital appreciation in high-quality, undervalued Canadian companies
EdgePoint Canadian Growth
& Income Portfolio
Canadian Equity
Balanced
Seeks long-term capital appreciation in high-quality, undervalued Canadian companies and income generation through its investments in fixed-income securities
EdgePoint Global Portfolio Global Equity Seeks long-term capital appreciation in high-quality, undervalued global companies
EdgePoint Global Growth
& Income Portfolio
Global Equity
Balanced
Seeks long-term capital appreciation in high-quality, undervalued global companies and income generation through its investments in fixed-income securities