Investment Solutions

IPC ESSENTIALS BALANCED PORTFOLIO


MINIMUM INVESTMENT MINIMUM SUBSEQUENT INVESTMENT
$500 $50

The Portfolio is designed to provide long-term capital appreciation from equities blended with fixed-income securities. The Portfolio’s target asset mix is 60% equity securities and 40% fixed-income securities combining the safer elements of fixed income investments with the growth potential of equities across various asset classes.

KEY REASONS TO INVEST IN THIS PORTFOLIO

  • Utilizes a variety of ETFs to provide exposure to key markets
  • Structured to be a lower-cost solution
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60% Equity (Can range between 50 - 70%)

40% Fixed Income (Can range between 30 - 50%)

Top Holdings
Mackenzie Canadian Aggregate Bond Index ETF 27.00%
Mackenzie US Large Cap Equity Index ETF 21.60%
Mackenzie International Equity Index ETF 12.80%
Mackenzie Canadian Large Cap Equity Index ETF 10.30%
iShares Broad USD High Yield Corporate Bond ETF 7.20%
Mackenzie Developed Markets Real Estate ETF 5.50%
iShares J.P. Morgan EM Corporate Bond ETF 3.80%
IShares MSCI EAFE Small-Cap ETF 3.15%
iShares Core S&P Small-Cap ETF 3.15%
Mackenzie Canadian Short-Term Bond Index ETF 3.00%
Mackenzie Emerging Markets Equity Index ETF 2.50%

Popular Documents


Key Data


RISK

Low - Medium


DISTRIBUTIONS

Monthly


FEES (%)


Series Mgmt. Admin. MER.
A 1.35 0.15 1.82
F 0.35 0.15 0.70
I 0.35 0.15 0.25

MER reflected is for September 30, 2022 and includes GST/HST

*Effective June 15, 2022, the management fee and/or the administration fee were lowered, which will result in a lower MER.

ASSET CLASS

Global Neutral Balanced


INCEPTION DATE

September 13, 2018


RRSP ELIGIBLE

Yes

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