Performance

Our discretionary managed portfolios

We believe in being transparent and accountable to you—our clients. The IC Blue Heron Advisory Group offers a full suite of discretionary managed portfolios, actively managed by us exclusively for our clients. Please find full details of each of our portfolios below.

Our Portfolios

Blue Heron Growth

Inception date: July 2012

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Blue Heron Balanced

Inception date: January 2011

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Blue Heron Canadian Dividend

Inception date: July 2012

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Blue Heron Canadian Income

Inception date: February 2011

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Our Environmental, Social and Corporate Governance (ESG) Leader Portfolios

Blue Heron Canadian ESG Leader

Inception date: November 2013

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Blue Heron Balanced ESG Leader

Inception date: April 2020

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Blue Heron Dividend ESG Leader

Inception date: June 2015

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Blue Heron Income ESG Leader

Inception date: October 2015

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Blue Heron Global ESG Leader

Inception date: October 2013

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