Investment Solutions

IPC ESSENTIALS GROWTH 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 80% equity securities and 20% fixed-income 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
pie-chart

80% Equity (Can range between 70 - 90%)

20% Fixed Income (Can range between 10 - 30%)

Top Holdings
Mackenzie US Large Cap Equity Index ETF 29.85%
Mackenzie International Equity Index ETF 17.00%
Mackenzie Canadian Equity Index ETF 14.00%
Mackenzie Canadian Aggregate Bond Index ETF 13.50%
Mackenzie Developed Markets Real Estate ETF 6.80%
IShares MSCI EAFE Small-Cap ETF 4.25%
iShares Core S&P Small-Cap ETF 4.25%
iShares Broad USD High Yield Corporate Bond ETF 3.65%
Mackenzie Emerging Markets Equity Index ETF 3.25%
iShares J.P. Morgan EM Corporate Bond ETF 1.95%
Mackenzie Canadian Short-Term Bond Index ETF 1.50%

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Key Data


RISK

Low - Medium


DISTRIBUTIONS

Monthly


FEES (%)


Series Mgmt. Admin. MER.
A 1.35 0.15 1.77
F 0.35 0.15 0.65
I 0.35 0.15 0.21

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 Balanced


INCEPTION DATE

September 13, 2018


RRSP ELIGIBLE

Yes

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