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

  1. 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.

  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

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%

Annualized Performance (%)

Trailing-Period Performance (%)

For more information contact us at verusfinanical@nbc.ca