Time weighted return, gross of management fees. Canadian CPI or Consumer Price Index is a representation of inflation. Having investment returns that beat inflation is the fundamental objective of long term investing.

Avenue Equity Portfolio

The Avenue Equity Portfolio invests primarily in high-quality equity securities of global companies that are publicly traded on stock exchanges in Canada and the United States.

The emphasis of the portfolio is to achieve long-term capital growth but with lower risk or volatility than the stock market indexes.

The portfolio primarily invests in common shares. However if there is an opportunity, the portfolio may invest in preferred shares, convertible bonds and corporate debt of select companies which in some cases provide both equity-like returns and a negative correlation with the equity markets. This asset allocation preserves capital in times of equity market weakness, adds diversification, and lowers volatility—without giving up returns.

  • The portfolio holds on average between 30 and 35 investments.
  • The portfolio is RRSP, RRIF and TFSA eligible.

Time weighted return, gross of management fees. Canadian CPI or Consumer Price Index is a representation of inflation. Having investment returns that beat inflation is the fundamental objective of long term investing.

Avenue Bond Portfolio

The Avenue Bond Portfolio invests primarily in Government of Canada bonds, Canadian provincial bonds, corporate debt and money market instruments (such as treasury bills, bankers’ acceptances, and commercial paper).

The emphasis of the portfolio is to achieve steady income with a low risk of capital loss and a low potential for capital gain.

The portfolio may also have exposure to high-yield bonds, convertible bonds, REITs and unit trusts. Exposure to these asset classes will not exceed 20% of the portfolio.

  • The portfolio holds on average between 15 and 20 investments.
  • The portfolio is RRSP, RRIF and TFSA eligible.