Investment Solutions

IPC FOCUS CONSERVATIVE PORTFOLIO


MINIMUM INVESTMENT MINIMUM SUBSEQUENT INVESTMENT
$500 $50

You need a mix of large-cap equity and fixed income asset classes that provide continuous global market exposure based on security selection by a concentrated group of investment specialists. This Portfolio seeks to provide the safety of fixed income coupled with modest equity exposure for some capital growth. The Portfolio's target asset mix is 60% fixed income securities and 40% equity securities.

KEY REASONS TO INVEST

  • Large cap stocks can provide stability and growth opportunities
  • Fixed income provides a buffer or diversification for equity market volatility
  • 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
pie-chart

40% Equity (Can range between 30 - 50%)

60% Fixed Income (Can range between 50 - 70%)

Top Holdings
Counsel Canadian Core Fixed Income Series O 56.75%
Counsel U.S. Growth Series O 15.25%
Counsel International Growth Series O 11.00%
Counsel Canadian Growth Series O 11.00%
Counsel Short Term Bond Series O 6.00%

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Key Data


RISK

Low to medium


DISTRIBUTIONS

Monthly


FEES (%)


Series Mgmt. Admin. MER.
A 1.75 0.15 2.19
F 0.75 0.15 1.05
I 0.75 0.15 0.17

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

October 19, 2020


RRSP ELIGIBLE

Yes

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