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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.
The Balanced investment approach uses a combination of cash, fixed income, preferred shares, and common equity from Canadian and US public companies to generate total returns from interest income, dividend payments and capital appreciation. The client is prepared to tolerate moderate portfolio volatility to achieve consistent long term total returns.
Risk
Level
Quick
Facts
Inception
Date:
October 13, 1999
Asset
Class:
Fixed Income, Preferred Shares & Common Equity
Since Inception ROR:
9.8% As At December 31, 2023 (Annualized)
Eligible
Accounts:
ALL -Registered & Non Registered
Portfolio Managers
The Balanced investment approach uses a combination of cash, fixed income, preferred shares, and common equity from Canadian and US public companies to generate total returns from interest income, dividend payments and capital appreciation. The client is prepared to tolerate moderate portfolio volatility to achieve consistent long term total returns.
Quick
Facts
Inception
Date:
October 13, 1999
Asset
Class:
Fixed Income, Preferred Shares & Common Equity
Since Inception ROR:
9.8% As At December 31, 2023 (Annualized)
Eligible
Accounts:
ALL -Registered & Non Registered
Risk
Level
Portfolio
Managers
Growth*
Source: Ndex system.
*Only the rates of return for more than one year are annualized. Rate of Return is net of commissions, management fees and performance fees and includes accrued interest. Please reach to us at info@ldic.ca for more mandate’s information and historical performance. Client will need to complete full KYC questionnaire to determine his/her investment risk tolerance.
Disclaimer: LDIC Inc. is registered as a Portfolio Manager in in all provinces within Canada except for Newfoundland, New Brunswick and Nova Scotia and an Investment Fund Manager registered in Ontario, Quebec and Newfoundland. The materials presented in this document are for general information purposes only and do not constitute an offer to buy or sell securities. Third party information provided herein has been obtained from sources believed to be accurate, but cannot be guaranteed. The information herein is current as of the date of this document and LDIC Inc. assumes no obligation to provide updates or advise on further developments. Returns in the chart are historic weighted average returns of segregated managed accounts, grouped by mandate type. Past returns do not reflective future performance. The performance of a specific managed account within the groups may vary based on the account’s specific holdings and restrictions. Details on the compilation of these figures are available upon request by contacting LDIC Inc. Unauthorized publication or re-distribution of these materials may be illegal; please contact LDIC Inc. for permission prior.
