Morningstar Managed Investments Program – Aggressive Portfolio Array

Portfolio Profile: Series A | Series F

Reasons to Own

Features

  • 95% equity +/- 5-15% flexibility
  • Objective Morningstar selection of top managers
  • Valuation-driven approach to asset allocation
  • Comprehensive portfolio of 15-25 third-party funds
  • Includes mutual funds/pooled funds/ETFs

Benefits

  • Puts Morningstar's research on your side
  • Harnesses the performance potential of top managers
  • Adjusts asset allocation based on market conditions
  • Remains diversified by asset class, geography, style & market cap

Portfolio Advisor

Morningstar Associates Inc. Investment Team

The Morningstar Investment Management group, through 11 investment advisory subsidiaries, creates custom investment solutions that combine awardwinning research and global resources with proprietary Morningstar data. The group provides comprehensive retirement, investment advisory, and portfolio management services for financial institutions, plans sponsors, and financial advisers around the world.

Risk Classification

l
lm
m
mh
h

Fund Facts

Series A | Series F

Fundserv : BIP

Series Sales option Fund No. C$
A SC 105
F - 515

More Resources

Visit the Program Website for items available to registered users...

Investor Profile Questionnaire

  • Way for professionals to engage clients/prospects
  • Designed toward understanding goals, timetable, risk/reward
  • Interactive, web-based, online
  • Hardcopy version available

Program Information

  • Advisor & Investor Brochures
  • Progam At-A-Glance One-Pager
  • Investment Process Infographic
  • Fund Fact (Point of Sale) Documents

Value-Added

  • Commentary
  • Articles
  • Whitepapers
  • Videos

The Fund is relying on Ontario Instrument 81-503 Extension of Certain Filing, Delivery and Prospectus Renewal Requirements of Investment Funds in order to

extend the prospectus renewal timing requirements set out in section 62 of the Securities Act (Ontario) by up to 45 days. The current lapse date of the Fund

is May 13, 2020.

The foregoing reflects the thoughts, opinions and/or investment strategies of Bridgehouse and/or Morningstar and are subject to change at their discretion and without prior notice, based on changing market dynamics or other considerations. Bridgehouse and Morningstar have taken reasonable steps to provide accurate and current data. The data has been gathered from sources believed to be reliable, however Bridgehouse and/or Morningstar are not responsible for any errors or omissions contained herein. As the manager of the Bridgehouse Funds, Bridgehouse has hired Morningstar Associates Inc. (Morningstar) as portfolio sub-advisor in respect of certain of the Bridgehouse Funds. This material has been provided by Bridgehouse and is for informational purposes only. It should not be construed as a recommendation to buy or sell. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.