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 March 31st, 2020

Portfolio Growth of $100,000 Investment

1 Yr

3 Yr

5 Yr

10 Yr

Inception

Portfolio

-1.05%

2.28%

2.85%

5.86%

6.66%

Benchmark

-5.57%

-0.13%

1.10%

2.97%

4.17%

TSX60 Total Return

-11.68%

-0.52%

1.96%

4.58%

6.90%

Annualized Performance (%)

Trailing-Period Performance (%)

For more information contact us at verusfinanical@nbc.ca

© 2019 Verus Financial at National Bank Financial. All Rights Reserved

 

​National Bank Financial – Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).