IPC FOCUS CONSERVATIVE 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 the safety of fixed income coupled with modest equity exposure for some capital growth. The Portfolio's target asset mix is 60% fixed income securities and 40% equity securities.
40% Equity (Can range between 30 - 50%)
60% Fixed Income (Can range between 50 - 70%)
Top Holdings | |
---|---|
Counsel Canadian Core Fixed Income Series O | 56.75% |
Counsel U.S. Growth Series O | 15.25% |
Counsel International Growth Series O | 11.00% |
Counsel Canadian Growth Series O | 11.00% |
Counsel Short Term Bond Series O | 6.00% |
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Key Data
RISK
Low to medium
DISTRIBUTIONS
Monthly
FEES (%)
Series | Mgmt. | Admin. | MER. |
---|---|---|---|
A | 1.75 | 0.15 | 2.19 |
F | 0.75 | 0.15 | 1.05 |
I | 0.75 | 0.15 | 0.17 |
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 Fixed Income Balanced
INCEPTION DATE
October 19, 2020
RRSP ELIGIBLE
Yes