Verus High Income

Purpose

The Verus High Income Portfolio has been designed by Verus Wealth Management to provide a platform for private clients to invest in mostly large-cap, publicly traded Canadian dividend-paying common stocks and REIT’s providing a high potential cash payout.

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Investment Objectives

  1. Provide investors with consistent, long-term positive returns by investing in a diversified portfolio of high-quality, chiefly large capitalization Canadian dividend-paying equities and REIT’s, selected from our Verus Universe of companies.

  2. Protect capital during market downturns by increasing cash up to a maximum level of 15% of the value of the Portfolio and by owning more defensive equities with higher cash yields.

Performance as of September 30th, 2019

Portfolio Growth of $100,000 Investment

1 Yr

3 Yr

5 Yr

10 Yr

Inception

Portfolio

3.71%

5.14%

6.84%

n/a

11.77%

Benchmark

8.09%

8.07%

5.88%

n/a

7.30%

TSX60 Total Return

8.39%

8.43%

6.13%

n/a

7.16%

Annualized Performance (%)

Trailing-Period Performance (%)

For more information contact us at verusfinanical@nbc.ca