Verus Defensive Income

Purpose

The Verus Defensive Income Portfolio has been designed to provide a platform for private clients to invest in investment-grade Canadian debt securities, preferred shares of Canadian companies and large-cap publicly traded Canadian dividend-paying common stocks and REIT’s.

 
Investment Objectives
  1. To safeguard investors’ capital during varying market conditions by limiting equity exposure to a maximum of 50% of the total Portfolio and investing only in high dividend-yielding, high-quality, non-commodity, large capitalization Canadian equities and REIT’s.

  2. Generate a lower volatility return that will generate a high level of current dividend and interest income, by supplementing investments in Government guaranteed fixed income securities with a diversified selection of Canadian equities and REIT’s, Canadian preferred shares, Canadian investment-grade corporate debt instruments and Canadian stock and bond-index ETFs.

Performance as of September 30th, 2019

Portfolio Growth of $100,000 Investment

1 Yr

3 Yr

5 Yr

10 Yr

Inception

Portfolio

9.03%

5.57%

4.83%

7.16%

7.54%

Benchmark

3.63%

4.23%

3.08%

4.08%

5.31%

TSX60 Total Return

8.39%

8.43%

6.13%

7.02%

9.36%

Annualized Performance (%)

Trailing-Period Performance (%)

For more information contact us at verusfinanical@nbc.ca