Avenue Total Return Equity Portfolio
The 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 emphasis of the portfolio is to achieve long-term capital
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.
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