Trajectory, a lifecycle path
This is your simplest option. Your portfolio will match your age and investment horizon at all times. This strategy was designed by experts to provide you with optimal long-term returns based on the number of years to your retirement. Trajectory: peace of mind that pays!
How does it work?
You’ll be assigned a starter portfolio that matches your investor profile and based on your age. Your portfolio composition will change automatically over time and will become increasingly conservative as you approach retirement.
- Trajectory Secure Path
- Trajectory Balanced Path
- Trajectory Growth Path
What are the Trajectory investment options?
Over time, Trajectory combines two out of the five Bâtirente Diversified Funds. These are excellent vehicles for long-term retirement capital investment. As shown in the table on the next page, they are distributed over a variety of securities from all over the world and belong to many different asset categories to ensure good diversification.
Two ways to choose the Trajectory option:
- Access your online account via the My Account button
- Contact the Member Services Centre at 1 800 463-6984, Monday to Friday, 8 a.m. to 8 p.m.
Please note that if you choose any Trajectory lifecycle path, it will apply to all your Bâtirente group plans.