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Investment Solutions

IPC ESG BALANCED ESSENTIALS PORTFOLIO


MINIMUM INVESTMENT

$500

MINIMUM SUBSEQUENT INVESTMENT

$50


The Portfolio is designed to provide long-term capital appreciation by primarily investing in equity and fixed income ETFs that have an environmental, social and governance (ESG) focus while aiming to reduce volatility. The Portfolio’s target asset mix is 60% equities and 40% fixed income combining the safer elements of fixed income investments with the growth potential of equities across various asset classes.

THE BEST OF BOTH WORLDS

As an individual, you want an investment portfolio designed to reach your financial objectives and life goals. As a member of the larger community, you want to invest in companies held accountable to certain ethical standards. IPC ESG Balanced Essentials Portfolio gives you the best of both worlds.
Learn more about our approach to ESG investing

KEY REASONS TO INVEST IN THIS PORTFOLIO

  • Invests in exchange-traded funds (ETFs) that are primarily ESG-focused
  • 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.
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Canadian Fixed Income 30%

Global Fixed Income 10%

Global Equity 46.50%

Canadian Equity 13.50%

Top Holdings


iShares ESG Canadian Aggregate Bond ETF30.00%


iShares ESG MSCI Canada ETF13.50%


iShares MSCI KLD 400 Social ETF19.50%


iShares MSCI EAFE ESG Optimized ETF14.50%


iShares JP Morgan USD EM Mkts Bond ETF - Sovereign10.00%


iShares ESG MSCI Emerging Markets ETF5.00%


iShares MSCI EAFE Small-Cap ETF3.75%


Vanguard Small Cap ETF3.75%