New offerings provide access to concentrated selection of high-conviction equity and fixed-income strategies
Counsel Portfolio Services has introduced a new shelf of investment portfolios that promise to provide access to a concentrated selection of high-conviction actively managed strategies typically available only through separately managed account programs.
The IPC Private Wealth Visio Pools offer exposure, through their underlying holdings, to 25 to 30 Canadian and U.S. equities. Their fixed-income exposure, meanwhile, aims to enhance capital preservation, provide regular income, and open up opportunities for long-term capital gains through a laddered bond strategy that includes select high-quality investment-grade bonds.
The sub-advisors for the North American and U.S. equity components of the IPC Private Wealth Pools are Sionna Investment Managers and Marsico Capital Management, respectively. The core fixed-income strategy, meanwhile, is sub-advised by Mackenzie Investments.
“The concentrated holdings give investors access to these portfolio managers' best investment ideas,” said Kevin Hurlburt, executive vice-president, Products and Services at Investment Planning Counsel. “Through our enhanced quarterly reporting, it also provides investors with more visibility to their individual holdings and a better understanding of how their money is invested.”
The pools also provide added global diversification with allocations to international equity and fixed-income ETFs, providing an opportunity for long-term growth based on continuous market exposure.
The new portfolios include:
- IPC Private Wealth Visio Income Pool
- IPC Private Wealth Visio Balanced Pool
- IPC Private Wealth Visio Balanced Growth Pool
- IPC Private Wealth Visio Growth Pool
“Combined with our disciplined portfolio design and manager selection process, this new offering allows us to provide investors the opportunity to access high-conviction strategies through a simple single-solution diversified portfolio,” Hurlburt said.
