Investment Solutions

IPC FOCUS GROWTH 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 long-term capital growth by investing primarily in global equities. The Portfolio’s target asset mix is 80% equity securities and 20% fixed-income securies.

KEY REASONS TO INVEST IN THIS PORTFOLIO

  • 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

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

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

Top Holdings
Counsel U.S. Growth Series O 32.25%
Counsel International Growth Series O 23.00%
Counsel Canadian Growth Series O 22.25%
Counsel Canadian Core Fixed Income Series O 20.50%
Counsel Short Term Bond Series O 2.00%

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Key Data


RISK

Low - Medium


DISTRIBUTIONS

Monthly


FEES (%)


Series Mgmt. Admin. MER.
A 1.80 0.15 2.19
F 0.80 0.15 1.06
I 0.80 0.15 0.17

MER reflected is for September 30, 2022 and includes GST/HST

ASSET CLASS

Global Equity Balanced


INCEPTION DATE

October 19, 2020


RRSP ELIGIBLE

Yes

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