Efficient portfolio Management by dhp30827

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									Efficient portfolio Management
An Optimal Portfolio is one that provides the greatest return for a specified level of risk. Conversely, an optimal portfolio could




                                                                                                                                                                                                   ASSET MANAGEMENT proGrAM
also provide the lowest risk for a given expected return. The range of optimal portfolios collectively fall on an Efficient Frontier,
which shows a range of portfolios maximizing the risk-return tradeoff.



                 QFM Money Market Fund                                                                                                                                15%        25%
                                                                                                                                                          25%
                                                                                                                                 20%            20%                         5%
                 QFM Fixed inCoMe Fund
                                                                                                          15%                                       5%
                 QFM StruCtured yield Fund                                                                              25%
                                                                                                                                                                                             75%
                 QFM Global eQuity Fund                                                                                                                                55%
                                                                                    10%
                                                                                                30%                                             55%                High                Long-Term
                                                                                                                           10%
                 QFM Global SeCtor tarGet Fund                                                                                                                     Growth              Growth
                                                                                                                                         Growth                                        portfolio
                                                                                                           50%                                                     portfolio
                                                                                                                                         portfolio
                                                                           45%
                                                                5%                                                  Balanced
                                                                                                15%                 Growth
                                                                           35%                                      portfolio
                                                    40%                                         Moderate
                                                                                                Growth
 return




                                               5%
                                                                                                portfolio
                                                                     20%
                                   35%                                     Income and
                                                         35%
                                                                           Growth
                                                                           portfolio
                                  10%       25%           Balanced
                  25%                                     Income
                                                          portfolio
                                                                                                                   The Asset Management Program provides a choice of nine portfo-
                                         40%
                                                                                                                   lios offering a range of potential return outcomes at different levels
                      25%
                                           Diversified
                                                                                                                   of expected risk.
                                           Income
                15%                                                                                                One of the principal tenets of finance theory is that portfolio risk
                            15%            portfolio
                                                                                                                   increases return expectations. Finding the portfolio which matches
                                                                                                                   your risk and return profile is the one of the most important deci-
          25%
                                        Income                                                                     sions in the investment process.
                                        portfolio
                            45%

                                                                                            risk

      Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments and the use of an asset allocation
      service. Please consult your financial advisor and read the QFM Funds Simplified Prospectus available at www.qtradefunds.ca before investing. Mutual funds
      are not guaranteed, their values change frequently and past performance may not be repeated.

								
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