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Morningstar Annual Canadian Balanced Landscape Report

Target-allocation funds, or balanced funds, present a one-stop option for Canadian retail investors looking for diversified portfolios. They represent a popular option for Canadian investors, and the market has evolved in recent years. This report identifies and investigates trends in product development, fund flows, fees, and performance of this market.

In Canada, balanced funds rank as the second largest category by total assets, with over 1,000 unique funds totaling approximately CAD 735 billion in assets as of December 2023. These funds offer diverse and straightforward portfolios, catering to a wide range of investors.

Canadian investors continue to want low-priced, global funds, and fund companies have responded, download our report to learn more.

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Morningstar Annual Canadian Balanced Landscape Report

What’s Inside 

  • A detailed analysis of the latest trends in product development of Canadian balanced funds. 
  • A deep dive into the fund flows and fees associated with these funds. 
  • Performance evaluation of the balanced funds market in Canada. 

Get the Report