Portfolio Series Growth Fund

Investment Objective

This portfolio's objective is to provide long-term capital growth while diversifying risk by investing in income and equity mutual funds.

Investment Strategy

The Portfolio Series Growth Fund employs a growth strategy with diversification between equities and bonds. A largely significant allocation to equity is implemented to allow opportunity for higher returns through capital growth. The Fund has an 80% weighting to equities and a 20% weighting to bonds. The Fund is appropriate for mid to long-term investors with a 10 to 20 plus year investment time horizon.

The Portfolio Series Growth Fund is appropriate for registered and non-registered accounts.

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