Verus Infrastructure
Purpose
The Verus Infrastructure Portfolio has been designed to provide a platform for private clients to invest in mostly large-cap, publicly traded Canadian dividend-paying common stocks providing a high potential cash payout.
Investment Objectives
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Provide investors with consistent, long-term positive returns by investing in a portfolio of high-quality, chiefly large capitalization Canadian equities involved in the infrastructure sector with high predictability of dividend growth, selected from our Universe of companies.
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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
29.28%
10.71%
n/a
n/a
12.73%
Benchmark
8.09%
8.07%
n/a
n/a
8.99%
TSX60 Total Return
8.39%
8.43%
n/a
n/a
9.40%
