Investment Solutions
IPC PRIVATE WEALTH VISIO GROWTH POOL
| MINIMUM INVESTMENT | MINIMUM SUBSEQUENT INVESTMENT |
|---|---|
| $150,000† | $50 |
† $150,000 household minimum investment
This Pool provides access to professional portfolio managers who invest in a relatively smaller, concentrated set of equities and a select portfolio of investment grade bonds, and provides enhanced diversification through international ETF holdings. The Pool’s asset class weightings will generally be 70% to 90% in equity securities and 10% to 30% in fixed-income securities. We maintain the optimal target mix by strategically and automatically rebalancing the Pool regularly
KEY REASONS TO INVEST IN THIS PORTFOLIO
- You want a sophisticated, yet simplified solution that provides access to a concentrated selection of equity and fixed income securities combined with ETFs
- A globally diversified portfolio that provides a transparent and understandable investment approach
- The potential for capital growth and modest regular income
- Low to Medium tolerance for risk
80% Equity (Can range between 70 - 90%)
20% Fixed Income (Can range between 10 - 30%)
| Top Holdings | |
|---|---|
| IPC Private Wealth Visio North American Equity | 51.00% |
| Mackenzie International Equity Index ETF | 28.00% |
| IPC Private Wealth Visio Core Fixed Income | 14.40% |
| iShares Broad USD High Yield Corporate Bond ETF | 3.50% |
| Vanguard Canadian Long-Term Bond Index ETF | 1.60% |
| iShares J.P. Morgan EM Corporate Bond ETF | 1.50% |
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Key Data
RISK
Low - Medium
DISTRIBUTIONS
Paid Monthly
FEES (%)
| Series | Mgmt. | Admin. | MER. |
|---|---|---|---|
| A | 1.85 | 0.15 | 2.22 |
| F | 0.85 | 0.15 | 1.14 |
| I | 0.85 | 0.15 | 0.18 |
MER reflected is for September 30, 2022 and includes GST/HST
ASSET CLASS
Global Neutral Balanced
INCEPTION DATE
November 6, 2020
RRSP ELIGIBLE
Yes