Credential® :: Credential EnRich Income Portfolio

CREDENTIAL ENRICH INCOME PORTFOLIO

Investment Objective

Preservation of capital with a dependable income return.

Suitable for Investors who:

want income more than growth.
accept low fluctuations in the value of their investments.
have a low risk tolerance.
have an investment time horizon of 2 years or more.

The larger fixed income proportion in your portfolio is designed to provide a steady return through income distributions. The equity portion of your EnRich Income Portfolio serves as potential inflation protection for your portfolio.

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 your Investment Managers.

The EnRich Income 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 80% income and 20% equity. As such the EnRich Income Portfolio has the following proportions of underlying asset pools:

80.0% Credential EnRich Income Pool
15.0% Credential EnRich Canadian Equity Pool
2.5% Credential EnRich US Equity Pool
2.5% Credential EnRich International Equity Pool

Investment Manager & Style

Your portfolio provides you with 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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