Investment Strategies

LDIC offers seven unique model portfolios across multiple assets classes. Our model portfolios offer varying levels of volatility risk to accommodate a wide range of investment objectives. Investment selection and asset allocation parameters are specific to each model portfolio and seek to maximize returns for investors, based on their determined level of risk.

Income
Mandate

The Income Mandate is a low-risk investment strategy focused on income generation and capital appreciation through investment in a combination of fixed income, preferred shares and common equity from Canadian and US public companies.

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High Yield
Mandate

The High Yield Mandate is a low to medium-risk investment strategy focused on above average portfolio yield and capital appreciation through investment in a combination of fixed income, preferred shares and common equity from Canadian and US public companies.

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Balanced
Mandate

The Balanced Mandate is a medium-risk investment strategy focused on generating total returns and capital appreciation through investment in fixed income, preferred shares, and common equity from Canadian and US public companies.

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Canadian Dividend
Mandate

The Canadian Dividend Mandate is a high-risk investment strategy focused on generating total returns and capital appreciation through investment in common equity from Canadian public companies. This strategy was launched in 2022.

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Growth
Mandate

The Growth Mandate is a high-risk investment strategy focused on long-term capital appreciation through investment primarily in equity securities from Canadian and US issuers.

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US Growth
Mandate

The Growth Mandate is a high-risk investment strategy focused on long-term capital appreciation through investment primarily in larger capitalization U.S. equity securities.

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Aggressive Growth
Mandate

The Aggressive Growth Mandate is a very high-risk investment strategy focused on achieving capital appreciation above the overall market rate through investment primarily in high-growth equity, speculative equity and equity derivative products.

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