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.
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% |
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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