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Investment Solutions

IPC INCOME ESSENTIALS PORTFOLIO


MINIMUM INVESTMENT

$500

MINIMUM SUBSEQUENT INVESTMENT

$50


The Portfolio is designed to provide a monthly income stream with an emphasis on capital preservation. The Portfolio's target asset mix is 75% fixed income securities and 25% equity 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 56.25%

Global Fixed Income 18.75%

Global Equity 12.5%

Canadian Equity 12.5%

PERFORMANCE (%)

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

Top Holdings


Mackenzie Canadian Aggregate Bond index ETF 56.25%


iShares J.P. Morgan EM Corporate Bond ETF 18.75%


iShares S&P/TSX Composite High Dividend Index ETF12.50%


U.S. Dividend Appreciation Index ETF12.50%