Credential® :: Credential EnRich Income Growth Portfolio

CREDENTIAL ENRICH INCOME GROWTH PORTFOLIO

Investment objective

To achieve a moderate level of income while providing some potential for capital growth of the portfolio.

Suitable for investors who:

want income more than growth.
accept low to moderate fluctuations in the value of their investments.
have a low to medium risk tolerance.
have an investment time horizon of 3 years or more.

The larger fixed income proportion in the portfolio is designed to provide a steady return through income distributions. The equity portion of the EnRich Income Growth Portfolio offers some inflation protection and the potential for capital gains.

Investment strategy

Asset class diversification
The EnRich Portfolio uses asset allocation to diversify between asset classes (stocks, bonds and cash) in order to maximize the risk-return trade off. The portfolio is further diversified geographically and by the multiple investment styles of the Investment Managers.

The EnRich Income Growth Portfolio also provides diversification by sector, with each EnRich asset pool investing in multiple industries and sectors. Based on these factors, the asset allocation is 35% equity and 65% income. As such, the EnRich Income Growth Portfolio has the following proportions of underlying asset pools:

65.0% Credential EnRich Income Pool
10.0% Credential EnRich Canadian Equity Pool
12.5% Credential EnRich US Equity Pool
12.5% Credential EnRich International Equity Pool

Investment Manager & style

The portfolio provides access to the expertise of the following Investment Managers:



		Prospectus & Reports - PDF
		Credential EnRich Portfolios Brochure - PDF
		Inside Your EnRich Portfolios - PDF
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