Investment Solutions
IPC FOCUS EQUITY PORTFOLIO
| MINIMUM INVESTMENT | MINIMUM SUBSEQUENT INVESTMENT |
|---|---|
| $500 | $50 |
You need a mix of large-cap equity asset classes that provide continuous global market exposure based on security selection by a concentrated group of investment specialists. This Portfolio seeks to provide long-term capital growth by investing primarily in global equities. The Portfolio’s target asset mix is 100% equity securities.
KEY REASONS TO INVEST IN THIS PORTFOLIO
- Large cap stocks can provide stability and growth opportunities
- 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
100% Equity
| Top Holdings | |
|---|---|
| Counsel U.S. Growth Series O | 39.50% |
| Counsel International Growth Series O | 34.25% |
| Counsel Canadian Growth Series O | 26.25% |
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Key Data
RISK
Medium
DISTRIBUTIONS
Monthly
FEES (%)
| Series | Mgmt. | Admin. | MER. |
|---|---|---|---|
| A | 1.85 | 0.15 | 2.30 |
| F | 0.85 | 0.15 | 1.16 |
| I | 0.85 | 0.15 | 0.19 |
MER reflected is for September 30, 2022 and includes GST/HSTNew Paragraph
*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