IPC MONTHLY INCOME PORTFOLIO
MINIMUM INVESTMENT | MINIMUM SUBSEQUENT INVESTMENT |
---|---|
$500 | $50 |
The IPC Monthly Income Portfolio seeks to provide consistent monthly income and the potential for modest long-term capital growth. It focuses on Canadian equity and fixed income securities with some U.S. and global holdings for diversification.
55% Equity (Can range between 45 - 65%)
45% Fixed Income (Can range between 35 - 55%)
Top Holdings | |
---|---|
Counsel Canadian Core Fixed Income Series O | 36.00% |
Counsel Canadian Dividend Series O | 18.40% |
IPC Multi-Factor Canadian Equity Series O | 13.00% |
IPC Canadian Equity Series O | 8.50% |
Counsel Global Dividend Series O | 8.00% |
Counsel North American High Yield Bond Series O | 7.50% |
Counsel Global Real Estate Series O | 6.60% |
Counsel Global Fixed Income Series O | 2.00% |
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Key Data
RISK
Low - Medium
DISTRIBUTIONS
Monthly
FEES (%)
Series | Mgmt. | Admin. | MER. |
---|---|---|---|
A | 1.80 | 0.15 | 2.27 |
B | 1.80 | 0.15 | 2.32 |
F | 0.75 | 0.15 | 1.09 |
FB | 0.75 | 0.15 | 1.03 |
FT | 0.75 | 0.15 | 1.11 |
I | 0.75 | 0.15 | 0.16 |
IB | 0.75 | 0.15 | 0.17 |
IT | 0.75 | 0.15 | 0.17 |
T | 1.80 | 0.15 | 2.21 |
MER reflected is for September 30, 2022 and includes GST/HST
*Effective June 15, 2022, the management fee and/or the administration fee were lowered, which will result in a lower MER.
ASSET CLASS
Canadian Neutral Balanced
INCEPTION DATE
January 19, 2004
RRSP ELIGIBLE
Yes