INCOME INVESTMENT MANDATE
This strategy provides the least amount of flexibility to allocate amongst Equity, Income and Alternative asset classes.
By its design this mandate has a small tactical component that enables the portfolio manager to allocate amongst two asset classes – Income and Alternative Strategy.
In addition, the portfolio manager has the ability to allocate to products that have zero liquidity, with “locked-in” periods that can be many years. This portfolio has no equity allocation.
Is the Income Stream right for you?
This portfolio is suitable for Investors seeking enhanced income, on a tax advantaged basis with reduced volatility.
Investors that typically gravitate to this mandate show a need for supplemental income. In many cases, these investors have achieved many of their investment objectives, during the accumulation phase of their investment life cycle and are now in the stage of converting their savings into an income stream.
On average, investors in this mandate are seeking income with reduced volatility and a greater certainty of return. Generally, this mandate appeals to those seeking more capital preservation than growth.
Asset allocation in this mandate can vary between 0% – 30% Alternative, 0% Equity, and or, 70% – 100% Income, with cash being an option for 100% of the total portfolio.