A fortress is a highly fortified and strategically designed stronghold or defensive structure constructed to provide a secure base for operations. In the same manner, the Anchor Pacific Fortress Portfolios are strategically designed to provide a secure base for your financial operations.
One centralized core model with adjustments to the weightings based on a client’s specific risk score which is a non-subjective measure of their unique risk tolerance.
Click the buttons below to see the composition and targeted risk profile for each asset allocation.
Introducing Anchor Pacific Fortress Portfolios.
​Lower risk.
Composed of more conservative assets that provide liquidity, safety of principal, diversification and income.
International Fixed Income
Canadian Fixed Income
Defensive
REITs
Hedge Strategies (non-Equity)
Equity Hedge Strategies
Canadian Equity
Infrastructure
Fixed Income Extended
Stable
​Medium risk.
Composed of assets that provide stable returns, protection from inflation, downside risk protection, diversification and modest income.
​Higher risk.
Composed of aggressive assets that seek long-term capital appreciation, inflation resilient cashflows and provide an efficient exposure to economic growth.
US Equity
International Developed Equity
Emerging Markets Equity
Commodities & Currency
Capital Growth
Fortress Balanced Portfolio
Mission: Growth and Stability
The Fortress Balanced Portfolio balances the need for cashflow stability, current income and long-term growth across a medium to long-time horizon. The targeted risk profile is consistent with a 40% allocation to fixed income and a 60% allocation to equities.
Historical Risk:
Standard Deviation: 7.4%
Maximum Drawdown: 26.6%
Drawdown Duration: 16 months
Recovery Duration: 22 months
Time to High-Water Mark: 38 months
Best Year: 18.7% (2003)
Worst Year: (18.3%) (2008)
Any portfolios described here are strictly theoretical in nature and are presented for illustrative purposes only. Actual client portfolios will likely differ from the general descriptions presented here.
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The historical risk figures cited for each Portfolio profiled are based on historical figures from 2001-2024 for asset classes in the percentages that they would represent in each reference portfolio.
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All figures cited here have been garnered by Anchor Pacific from sources deemed reliable and are subject to revision without notice. Anchor Pacific will not be held liable for any inaccuracies or misprints. Actual returns may differ from the returns presented based upon, among other factors, time of investment. The characteristics of any benchmark indices or proxies to represent specific asset classes or strategies, may be materially different from that of any funds selected for investment, and thus, little correlation may exist between the funds’ returns and those of such indices or proxies. These are only disclosed to allow for comparison to that of widely recognized indices and/or market proxies.