Axiom Diversified Monthly Income Portfolio
Axiom Diversified Monthly Income Portfolio
For investors seeking to generate income and grow their investment over the long term.
Unique Features of the Portfolio
? A reliable income stream
? A tax-efficient source of income, with a mix of fixed income and income producing securities, providing an advantage over traditional dividend investments
? Access to proven portfolio managers from around the world
? T-Class options available offering tax-efficient cash flow
Strategic Asset Allocation*
Multiple Levels of Diversification
By diversifying at multiple levels, the risks associated with investing in one individual stock, fund, sector, geographic region or management style are significantly reduced.
Diversified by Asset Class*
Equities n 18.4% Canadian Equity n 5.0% U.S. Equity
Equity Income n 36.6% Equity Income
Fixed Income n 40.0% Canadian Fixed Income
Diversified by Region*
n 95.0% Canada n 5.0% U.S.
n 60% Equity n 40% Fixed Income
Minimum Investment
Class A, Class F
$500
Diversified by Market Capitalization*
n 40.0% Fixed Income n 29.7% Large-Cap Equity n 24.8% All-Cap Equity n 5.5% Small-Cap Equity
Diversified by Style*
Equities n 15.9% Relative Value n 15.6% GARP n 8.8% Core n 6.4% Enhanced Core n 6.4% Momentum n 4.6% Traditional Value n 1.0% Sustainable Growth n 0.8% Contrarian Growth n 0.5% Deep Value
Fixed Income n 20.0% Fixed Income Core n 14.0% Fixed Income Core Plus n 6.0% Corporate Credit
*Target allocations
For more information about Axiom Portfolios visit
Expected Return
Axiom Diversified Monthly Income Portfolio
Efficient Frontier ? Allocation Design
All Equity Portfolio Foreign Growth Portfolio Global Growth Portfolio
Long-Term Growth Portfolio Canadian Growth Portfolio Balanced Growth Portfolio
Diversified Monthly Income Portfolio
Balanced Income Portfolio
Unique Benefits of Axiom Portfolios
Professional Portfolio Management: Axiom Portfolios provide access to the accumulated knowledge and expertise of professional managers from across Canada and around the world.
Rigorous Due Diligence: The investment managers for Axiom Portfolios are carefully selected and monitored by the due diligence team. The team adheres to a stringent due diligence process to ensure that proven investment managers for each mandate are selected and that they continue to meet their stated investment objectives.
Built-in Rebalancing: Axiom Portfolios are rebalanced on an ongoing basis to prevent overexposure or underexposure to any one asset class. Axiom Portfolios are designed to maximize your potential for return, while staying within your risk tolerance level.
Income Equity
Expected Risk
*Chart is for illustrative purposes only
Volatility: Below average
Investment Time Horizon: Medium to long-term
Portfolio Codes
Front-End Load Back-End Load Low Load
Front-End Load Back-End Load Low Load
Class A ATL983 ATL985 ATL984
Class T6 ATL072 ATL074 ATL073
Class F ATL788
Class FT6 ATL821
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Axiom Portfolios simplified prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Renaissance Investments and the Axiom Portfolios are offered by CIBC Asset Management Inc. ?Renaissance Investments, Axiom and the Axiom Portfolios are offered by, and are registered trademarks of CIBC Asset Management Inc.
502
75-020 (4/2018)
................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related searches
- monthly dividend portfolio for income
- best income portfolio for retirees
- income portfolio models
- retirement income portfolio 2018
- model income portfolio for retiree
- income portfolio for retirees
- growth and income portfolio model
- retirement income portfolio examples
- blackrock diversified income portfolio review
- vanguard income portfolio funds
- retirement income portfolio kiplinger
- blackrock target income portfolio strategy