Morningstar Aggressive Portfolio Array

MONTHLY PROFILE SHEET for Array

As of March 20, 2019

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.

Team Biographies

Risk Classification

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 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.