Verus Defensive Income
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.
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.
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 March 31st, 2020
Portfolio Growth of $100,000 Investment
TSX60 Total Return