IPC PRIVATE WEALTH VISIO BALANCED GROWTH POOL
MINIMUM INVESTMENT | MINIMUM SUBSEQUENT INVESTMENT |
---|---|
$150,000† | $50 |
† $150,000 household minimum investment
This Pool provides access to professional portfolio managers who invest in a relatively smaller, concentrated set of equities and a select portfolio of investment grade bonds, and provides enhanced diversification through international ETF holdings. The Pool’s asset class weightings will generally be 50% to 70% in equity securities and 30% to 50% in fixed-income securities. We maintain the optimal target mix by strategically and automatically rebalancing the Pool regularly.
60% Equity (Can range between 50 - 70%)
40% Fixed Income (Can range between 30 - 50%)
Top Holdings | |
---|---|
IPC Private Wealth Visio Core Fixed Income Series O | 27.90% |
Mackenzie International Equity Index ETF | 20.50% |
Mackenzie Canadian Equity Index ETF | 20.00% |
Counsel U.S Growth Fund Series O | 17.50% |
iShares Broad USD High Yield Corporate Bond ETF | 8.00% |
Vanguard Canadian Long-Term Bond Index ETF | 3.10% |
iShares J.P. Morgan EM Corporate Bond ETF | 3.00% |
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Key Data
RISK
Low - Medium
DISTRIBUTIONS
Paid Monthly
FEES (%)
Series | Mgmt. | Admin. | MER. |
---|---|---|---|
A | 1.80 | 0.15 | 2.23 |
F | 0.80 | 0.15 | 1.10 |
I | 0.80 | 0.15 | 0.20 |
MER reflected is for September 30, 2022 and includes GST/HST
ASSET CLASS
Global Neutral Balanced
INCEPTION DATE
November 6, 2020
RRSP ELIGIBLE
Yes