STRATEGIC 
FIXED INCOME

Verus Strategic Fixed Income

Purpose

 The Verus Strategic Fixed Income mandate has been designed by Verus Financial to provide a platform for private clients to invest in North American fixed income, preferred shares, and other debentures. The overall purpose if this mandate is to focus exclusively on capital preservation, while providing a predictable stream of income. 

Investment Objectives
  1. Provide investors with a high level of capital preservation by investing in a diversified portfolio of fixed income securities. 

  2. Seek a steady stream of interest income and/or dividends (preferred shares) to help meet client liquidity requirements. 

  3. Help protect against the damaging effects of inflation. 

Performance as of June 30th, 2021

Portfolio Growth of $100,000 Investment

Annualized Performance (%)

Trailing-Period Performance (%)

For more information contact us at verusfinanical@nbc.ca