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Investment Solutions

IPC BALANCED ESSENTIALS PORTFOLIO


MINIMUM INVESTMENT

$500

MINIMUM SUBSEQUENT INVESTMENT

$50


The Portfolio is designed to provide long-term capital appreciation from equities blended with fixed-income securities while aiming to reduce volatility. The Portfolio’s target asset mix is 60% equity securities and 40% fixed-income securities combining the safer elements of fixed income investments with the growth potential of equities across various asset classes.

KEY REASONS TO INVEST IN THIS PORTFOLIO

  • Flexibility to strategically manage allocations to take advantage of changing market conditions
  • Downside risk protection strategies that aim to dynamically re-allocate assets to lower-risk holdings during times of market stress
  • Currency hedging strategies aimed at reducing U.S. dollar exposure when the Canadian dollar is expected to rise
  • Structured to be a lower-cost solution.
pie-chart

Canadian Fixed Income 30%

Global Fixed Income 10%

Global Equity 46.50%

Canadian Equity 13.50%

PERFORMANCE (%)

This Portfolio was launched in September 2018. No performance is presented because this Portfolio is less than 12 months old.

Top Holdings


iShares Core Canadian Universe Bond Index ETF 30.00%


Mackenzie US Large Cap Equity Index ETF 19.50%


Mackenzie International Equity Index ETF 14.50%


Mackenzie Canadian Large Cap Equity Index ETF 13.50%


iShares J.P. Morgan EM Corporate Bond ETF 10.00%


iShares Core MSCI Emerging Markets IMI Index ETF 5.00%


Schwab International Small-Cap Eq ETF 3.75%


iShares Core S&P Small-Cap ETF 3.75%