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Trajectory is an investment option providing for the automatic adjustment of your portfolio according to the number of years remaining until you retire. Every year, equity securities and other growth stock yield more and more space to fixed income securities. The closer you are to retiring, the more focused on capital protection your portfolio becomes.
To reach optimal asset allocation, your portfolio is invested in one or two Bâtirente diversified funds. You are thereby holding a portfolio that is always diversified and that is constantly adjusted to your age. In addition, you can choose between three Trajectory paths to suit your investor profile.
With Trajectory, you benefit from a meticulous turnkey investment strategy designed by experts, and you don’t need to worry about your investment allocation.
To choose Trajectory, access your online account or contact the Member Services Centre at 1-800-463-6984 ext. 2.