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 Bonds |
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.