Equity Portfolio

Our strategic asset allocation 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 emphasis of the portfolio is to achieve long-term capital growth.

The portfolio invests in common shares, preferred shares, convertible bonds and corporate debt of select companies.  The portfolio also holds bonds, which in some cases provides both equity-like returns and a negative correlation with the equity markets. This asset allocation preserves capital in times of equity market weakness, adds diversification and lowers volatility without giving up returns. Since the inception date of this Equity Portfolio, we have held, on average, a 20% bond position.

• The portfolio holds on average between 30 and 35 investments.
• The portfolio is RRSP and RRIF eligible.