Investment Solutions
IPC ESSENTIALS EQUITY PORTFOLIO
| MINIMUM INVESTMENT | MINIMUM SUBSEQUENT INVESTMENT |
|---|---|
| $500 | $50 |
The Portfolio is designed to provide long-term capital appreciation. The Portfolio’s target asset mix is 100% equity securities.
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
100% Equity
| Top Holdings | |
|---|---|
| Mackenzie US Large Cap Equity Index ETF | 38.10% |
| Mackenzie International Equity Index ETF | 21.10% |
| Mackenzie Canadian Equity Index ETF | 17.50% |
| Mackenzie Developed Markets Real Estate ETF | 8.40% |
| IShares MSCI EAFE Small-Cap ETF | 5.45% |
| iShares Core S&P Small-Cap ETF | 5.45% |
| Mackenzie Emerging Markets Equity Index ETF | 4.00% |
Popular Documents
Key Data
RISK
Medium
DISTRIBUTIONS
Monthly
FEES (%)
| Series | Mgmt. | Admin. | MER. |
|---|---|---|---|
| A | 1.35 | 0.15 | 1.68 |
| F | 0.35 | 0.15 | 0.64 |
| I | 0.35 | 0.15 | 0.19 |
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 Equity
INCEPTION DATE
April 20, 2021
RRSP ELIGIBLE
Yes