Balanced Income

Balanced Income

The Balanced Income Mandate investment objectives are to provide a portfolio focused on stable regular income flow, while still allowing the opportunity for modest long-term growth of both capital and income.

BALANCED INCOME MANDATE ASSET MIX

Type of Security                    Weighting
Cash & Cash Equivalents 0% – 20%
Canadian Fixed Income 50% – 80%
Canadian Equities 20% – 50%
US Equities 0% – 20%

 

 

 

 

 

 

 

 

Note:    To allow for market fluctuations, bonds and equities can temporarily fall to 10% below or rise to 10% above the weighting.
© 2017 Brookfield Soundvest Capital Management Ltd.