Balanced Fund Landscape for Canadian Fund Investors

Balanced funds, also known as Target Allocation Funds, continue to be a significant portion of retail assets in Canada. By our estimates, the current size of the target allocation market in Canada summed to almost CAD 700 billion at the end of August 2020—a number that has tripled over the last decade.

In this report, you will learn:
  • How balanced funds fared during the coronavirus sell-off in March 2020
  • Performance and fees for balanced funds in Canada
  • Which provider is dominating the balanced fund market
  • The efficacy of Morningstar’s ratings on balanced funds
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