Investment Solutions

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.

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.
  • Low to medium tolerance for risk.
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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

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