North American Equity

North American Equity

The North American Equity Mandate investment objectives are to provide a portfolio focused on opportunities for long-term growth of both capital and income. The portfolio has little or no requirement for regular current income flow.

NORTH AMERICAN EQUITY ASSET MIX

Type of Security                    Weighting
Cash & Cash Equivalents 0% – 20%
Canadian Fixed Income 0% – 20%
Canadian Equities 80% – 100%
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 Soundvest Capital Management Ltd.