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.
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