Avesta Wealth NP
Ascension Growth Portfolio
The Avesta Wealth NP Ascension Growth Portfolio is constructed using a global, multi-asset framework designed to balance long-term growth with diversification across geographies, asset classes, and investment styles.
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The portfolio primarily allocates to public equities across the United States, Canada, international developed markets, and emerging markets. These exposures are complemented by allocations to credit instruments, real assets, and alternative strategies to improve diversification and risk-adjusted returns.
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Within equities, the portfolio maintains a deliberate balance between quality growth companies, core market exposure, and selective value and cyclical opportunities. This approach aims to participate in long-term equity growth while reducing reliance on any single market segment or investment style.
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Credit and income allocations provide stability and liquidity, while small allocations to real assets and alternatives help diversify the portfolio across economic environments.
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Portfolio allocations are reviewed regularly and adjusted as needed to maintain alignment with long-term investment objectives.
This is provided for informational purposes only. Particular investments and/or trading strategies should be evaluated relative to each individual's investment objectives. The information contained in the fund profile is not and should not be construed as investment or tax advice. You should not act or rely on the information contained in the fund profile without seeking the advice of an appropriate professional advisor.
Asset class
Multi-Asset Public Markets
Growth Portfolio
Total Pool Assets
$58,225,667.57
risk tolerance
Medium-High
Management Fee
0.49%
*All figures based on proposed data as at March 15th, 2026
Performance Graph (coming soon)
*All figures based on proposed data as at March 1st, 2026