Based on your questionnaire answers, we determine your investor profile is balanced. You want both growth and capital preservation. You accept to ride some ups and downs of the market. You are able to take some risks to obtain proportionate returns over the long-term. If you disagree with your investor’s profile, please contact us.

I accept my investor profile.


You will find below the proposed asset allocation corresponding to your investor’s profile.

Portfolio Asset Classes Weights Fees
Total Portfolio Weights and Fees
Portfolio Mandates Symbols Weights Fees


This report is prepared solely for information purposes in connection with this Portfolio. Historical returns shown are simulated, gross of management fees and do not consider brokerage commissions. They are calculated on a total return basis and annualized for all periods greater than one year. Past performance is not necessarily an indicator of future performance. The indicated performance above and may not reflect the actual performance of clients following the Portfolio.

Factor-Based makes every effort to ensure that the contents have been compiled or derived from sources believed reliable. However, FB makes no warranty or representation, express or implied, in respect thereof, takes no responsibility for any errors and omissions which may be contained herein and accepts no liability for any loss arising from any use of or reliance on this report or its contents. Additional information may be available which is not reflected herein.

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