Everything you need in one,
straightforward solution

OnCourse Portfolios offer all the vital components of successful investing and the benefits of a managed asset program in one simple solution.

OnCourse Portfolios


OnCourse Portfolios are part of a managed asset program which features a line-up of quality investment products offered exclusively to members of participating credit unions.

Comprised of a selection of hand-picked mutual funds from two award winning asset management firms, OnCourse Portfolios are designed to meet a variety of investor needs.

Click on the tabs above to read more about what each solution has to offer.

OnCourse AGF Portfolios



AGF Elements Portfolios are fund of fund portfolios using mutual funds exclusively from AGF Investments Inc. AGF Elements offer five portfolios distinctly targeted to align with investors' objectives and risk expectations, providing diversified sources of risk-adjusted returns while maintaining a consistent risk profile. Whether seeking income or long-term growth, investors can expect to find an AGF Elements portfolio that will meet their needs.

Expertise
A proven track record

OnCourse AGF Portfolios leverage the renowned investment expertise of AGF Investments Inc., a premier Canadian-based investment management firm. Founded over 50 years ago, AGF has a proud history of delivering quality investment management and helping investors succeed.

Multi-Level Diversification
Seize opportunities - wherever they happen

Take advantage of opportunities in Canada, and around the world.

Diversified by asset class, investment style and geographic region, each portfolio features an enhanced level of diversification designed to help optimize risk and investment return opportunities.

Hands-On Management
Expertly monitored, regularly rebalanced

OnCourse AGF Portfolios are actively monitored using sophisticated techniques typically only available to the largest institutions.

With help from a leading independent investment services firm, each portfolio is routinely reviewed, ensuring the risk/return profile is preserved and fine-tuned every quarter to capitalize on specific market opportunities.

Five Portfolios to Choose From

Whether you’re a conservative investor or more growth oriented, there’s an OnCourse Portfolio that’s right for you.

Click each portfolio for more details.

Yield Conservative Balanced Growth Global
Yield Portfolio
  • Bond & Dividend Income

Investment Objective Steady monthly income

Risk Tolerance Low

Investing Time Horizon Medium term

Conservative Portfolio
  • Equity
  • Fixed income

Investment Objective Income more than growth

Risk Tolerance Low to medium

Investing Time Horizon Medium term

Balanced Portfolio
  • Equity
  • Fixed Income

Investment Objective Balance of income and growth

Risk Tolerance Low to medium

Investing Time Horizon Medium term

Growth Portfolio
  • Equity
  • Fixed Income

Investment Objective Growth more than income

Risk Tolerance Medium

Investing Time Horizon Medium to longer term

Global Portfolio
  • Equity
  • Fixed Income

Investment Objective Long-term growth

Risk Tolerance Medium

Investing Time Horizon Longer term

Investor
Brochure

For more
information,
download the
investor brochure

OnCourse NEI Portfolios



Powered by NEI Investments, OnCourse NEI Portfolios are built using a fund of funds approach so you can be confident your money is invested in a high-quality, fully diversified investment solution. With five portfolios to choose from, OnCourse NEI Portfolios offer a variety of benefits.

Access to Top Investment Managers
Get a seasoned investment team working for you

Invest with confidence knowing your portfolio is managed by some of industry's best. Selected for their commitment to performance, risk management, track record and strategic focus, each portfolio manager is a seasoned professional focused on achieving long term success.

Enhanced Optimization
Minimize your downside risk

Take advantage of opportunities in Canada, and all over the world.

OnCourse Portfolios are built using an enhanced optimization model to provide instant diversification across: Asset Class, Investment Style, Market Capitalization and Geographic Regions.

Automatic Rebalancing & Monitoring
Maintain your risk/return balance automatically

Each portfolio is expertly monitored and regularly rebalanced to ensure it remains aligned to your investment goals in changing markets.

Five Portfolios to Choose From

Whether you're a conservative investor or more growth oriented, there's an OnCourse NEI Portfolio that's right for you.

Click each portfolio for more details.

Income Conservative CDN Balanced CDN Growth Global Max Growth
Income Portfolio
  • Equity
  • Fixed Income

Investment Objective Steady monthly income

Risk Tolerance Low

Investing Time Horizon Medium term

Conservative Portfolio
  • Equity
  • Fixed Income

Investment Objective Income more than growth

Risk Tolerance Low to medium

Investing Time Horizon Medium term

CDN Balanced Portfolio
  • Equity
  • Fixed Income

Investment Objective Balance of income and growth

Risk Tolerance Low to medium

Investing Time Horizon Medium term

CDN Growth Portfolio
  • Equity
  • Fixed Income

Investment Objective Growth more than income

Risk Tolerance Medium

Investing Time Horizon Medium to longer term

Global Max Growth
  • Equity
  • Fixed Income

Investment Objective Long-term growth

Risk Tolerance Medium

Investing Time Horizon Longer term

Investor
Brochure

For more
information,
download the
investor brochure

Investing is a
big decision

But you don’t have to make it alone. Contact a wealth expert at your credit union for help selecting the portfolio that’s right for you.




Benefits to you
Choice

With five portfolios ranging from income to high growth, there’s a portfolio for your needs now – and down the road.

Simplicity

One sophisticated investment solution tailored to your individual needs in one simple decision.

Access

Gain access to some of the best investment managers in the industry.

Predictability

Strategically and tactically engineered to deliver the right balance of risk and return to meet your financial goals.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments and the use of an asset allocation service. Please read the prospectus of the mutual funds in which investment may be made under the asset allocation service before investing. Unless otherwise stated, mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. OnCourse Portfolios are made available to investors through ®Credential professionals located at certain credit unions in Canada.