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 Bonds |
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.