Comprehensive Investment Portfolios

Avenue Total Return Equity Portfolio
Invests primarily in high-quality equity securities of global companies, that are publicly traded on stock exchanges in Canada and the United States. The portfolio also holds bonds, which in some cases provides both equity-like returns and a negative correlation with the equity markets. This diversification helps lower volatility without giving up returns. The emphasis of the portfolio is to achieve long-term capital growth. This portfolio is RRSP and RRIF eligible.

Avenue Bond Portfolio
Invests primarily in Government of Canada bonds, Canadian provincial bonds, corporate debt and money market instruments. The portfolio may also have limited exposure to high-yield bonds, convertible bonds, REITS and unit trusts. The emphasis of the portfolio is to achieve steady income with a low risk of capital loss and a low potential for capital gain. This portfolio is RRSP and RRIF eligible.

Portfolio Risk Management