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.
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