Investment Solutions
IPC ESSENTIALS INCOME PORTFOLIO
| MINIMUM INVESTMENT | MINIMUM SUBSEQUENT INVESTMENT |
|---|---|
| $500 | $50 |
The Portfolio is designed to provide a monthly income stream with an emphasis on capital preservation. The Portfolio's target asset mix is 75% fixed income securities and 25% 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
25% Equity (Can range between 15 - 35%)
75% Fixed Income (Can range between 65 - 85%)
| Top Holdings | |
|---|---|
| Mackenzie Canadian Aggregate Bond Index ETF | 51.50% |
| iShares Core MSCI Global Quality Dividend Idx ETF | 16.60% |
| iShares Broad USD High Yield Corporate Bond ETF | 10.40% |
| iShares J.P. Morgan EM Corporate Bond ETF | 6.50% |
| iShares S&P/TSX Composite High Dividend Index ETF | 6.00% |
| Mackenzie Canadian Short-Term Bond Index ETF | 5.00% |
| Mackenzie Developed Markets Real Estate ETF | 4.00% |
Popular Documents
Key Data
RISK
Low
DISTRIBUTIONS
Monthly
FEES (%)
| Series | Mgmt. | Admin. | MER. |
|---|---|---|---|
| A | 1.35 | 0.15 | 1.82 |
| F | 0.35 | 0.15 | 0.69 |
| I | 0.35 | 0.15 | 0.24 |
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 Fixed Income Balanced
INCEPTION DATE
September 13, 2018
RRSP ELIGIBLE
Yes