Investment Solutions

IPC FOCUS BALANCED PORTFOLIO

MINIMUM INVESTMENT	MINIMUM SUBSEQUENT INVESTMENT
$500	$50

You need a mix of large-cap equity and fixed income asset classes that provide continuous global market exposure based on security selection by a concentrated group of investment specialists. This Portfolio seeks to provide you with a diversified portfolio to achieve a balance of long-term capital appreciation combined with fixed income to help dampen market volatility. 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

Large cap stocks can provide stability and growth opportunities
Fixed income provides a buffer or diversification for equity market volatility
Invested in markets through all cycles without interruption for quick recovery from downturns
Global markets generally provide better diversification than single markets over the long term
Top-performing equity managers with a focus on growth stocks

60% Equity (Can range between 50 - 70%)

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

Top Holdings
Counsel Canadian Core Fixed Income Series O	38.75%
Counsel U.S. Growth Series O	24.05%
Counsel International Growth Series O	16.60%
Counsel Canadian Growth Series O	16.60%
Counsel Short Term Bond Series O	4.00%

Series	Mgmt.	Admin.	MER.
A	1.80	0.15	2.19
F	0.80	0.15	1.07
I	0.80	0.15	0.17