Investment Solutions

IPC CONSERVATIVE INCOME PORTFOLIO


MINIMUM INVESTMENT MINIMUM SUBSEQUENT INVESTMENT
$500 $50

If you like the stability of fixed income investments, but want the opportunity for greater yield, the IPC Conservative Income Portfolio may be just right for you. With a core focus on income-generating investments, the IPC Conservative Income Portfolio tilts toward the safety of fixed income investments for capital preservation purposes. It’s a portfolio solution designed to provide regular income and the potential for higher yields relative to traditional income investments. This portfolio is suitable for investors who want regular income and the potential for modest long-term capital growth.

KEY REASONS TO INVEST IN THIS PORTFOLIO

  • Seeking a regular stream of income with the potential for modest long-term capital growth.
  • Multiple income sources including capital gains, dividends, and interest to potentially enhance returns and provide tax-efficient income.
  • Suitable for investors with a low tolerance for risk.
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30% Equity (Can range between 20 - 40%)

70% Fixed Income (Can range between 60 - 80%)

Top Holdings
Counsel Canadian Core Fixed Income Series O 39.00%
Counsel Global Dividend Series O 16.00%
Counsel Canadian Dividend Series O 14.00%
Counsel Short Term Bond Series O 10.00%
Counsel North American High Yield Bond Series O 9.00%
Counsel Global Real Estate Series O 6.60%
Counsel Global Fixed Income Series O 5.40%

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Key Data


RISK

Low


DISTRIBUTIONS

Monthly


FEES (%)


Series Mgmt. Admin. MER.
A 1.70 0.15 2.14
F 0.70 0.15 1.02
FT 0.70 0.15 0.93
I 0.70 0.15 0.17
IT 0.70 0.15 0.17
T 1.70 0.15 2.17

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

*Effective May 18, 2022, the management fee and/or the administration fee were lowered, which will result in a lower MER.

ASSET CLASS

Global Fixed Income Balanced


INCEPTION DATE

July 20, 2012


RRSP ELIGIBLE

Yes

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