Model portfolios: Strike when the iron's hot

Key Points No changes to Conservative Portfolio Added to five existing holdings in Moderate & Aggressive portfolios Changes bring allocations closer to targets As we do every quarter, the Super Advisor investment committee reviewed the model portfolios during the preparation of the September 2016 quarterly report. The quarterly report will be published shortly but we wanted to let members know of the changes made to the model portfolios after quarter end. The committee decided to maintain their target asset allocations but noted that the portfolios continue to stray some way from their targets in some classes. In particular, all...

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