Kerrimuir Canadian Balanced Portfolio

A Canadian-Focused Balanced Portfolio with a Value-Oriented Discipline

Kerrimuir Canadian Balanced is designed for investors seeking steady long-term growth with reduced volatility, anchored primarily in Canadian markets.

The portfolio blends Canadian equities with fixed income and selective alternative exposures, emphasizing valuation discipline and diversification to manage risk through market cycles.

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Portfolio Overview

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Investment Objective

The portfolio seeks long-term capital appreciation with lower volatility than traditional equity-only strategies. This is achieved through a disciplined value-oriented investment approach combined with strategic asset allocation.

Portfolio Construction & Strategy

ACanadian equities form the foundation of the portfolio, including exposure to both established companies and select small-cap opportunities with long-term growth potential. Fixed income holdings provide stability and serve as a source of liquidity for rebalancing during periods of market stress.

Benchmark

Source: Morningstar Direct

Security selection is informed by bottom-up research and ongoing monitoring.

Why Investors Choose Kerrimuir Canadian Balanced

Investors often choose this portfolio for its Canadian focus, valuation discipline, and balanced structure. It is designed to deliver steady growth while managing downside risk across varying market environments.

Performance & Asset Allocation

Performance information is updated quarterly and reflects actual representative accounts.

Kerrimuir Canadian Balanced Portfolio Asset Allocation (as of Sept 30, 2025)

Performance should be reviewed in the context of long-term objectives and portfolio construction rather than short-term market movements.

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Discuss whether this portfolio is appropriate for you and compare Kerrimuir Portfolios. 

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