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Investment Solutions

IPC GROWTH ESSENTIALS PORTFOLIO


MINIMUM INVESTMENT

$500

MINIMUM SUBSEQUENT INVESTMENT

$50


The Portfolio is designed to provide long-term capital appreciation while aiming to reduce excessive risk. The Portfolio’s target asset mix is 80% equity securities and 20% fixed-income securities.

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 16%

Global Fixed Income 4%

Global Equity 68%

Canadian Equity 12%

PERFORMANCE (%)

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

Top Holdings


iShares U.S. Small Cap Index ETF 20.00%


Mackenzie US Large Cap Equity Index ETF 19.50%


Mackenzie International Equity Index ETF 19.50%


iShares Core Canadian Universe Bond Index ETF 16.00%


Mackenzie Canadian Equity Index ETF 12.00%


iShares Core MSCI Emerging Markets IMI Index ETF 9.00%


iShares J.P. Morgan EM Corporate Bond ETF 4.00%