Diversified INCOME PORTFOLIO
We created the Dixon Mitchell Diversified Income Portfolio in December 2004 to:
- generate stable income for regular withdrawal and/or reinvestment. A portion of total income generated is derived from tax-preferred sources, such as common equity dividends and income trust distributions
- grow invested assets and protect against inflation through allocation to common stocks and real return bonds.
DIVERSIFIED INCOME PORTFOLIO COMPONENTS:
- investment-grade corporate and government bonds to provide both reasonable interest yield and asset stability
- government-issued real-return bonds to provide a guaranteed real interest yield and inflation protection
- income trusts selected for their distribution stability and long-life asset backing
- common stocks paying superior dividend yields; emphasis placed on companies with a history of raising dividends
ASSET MIX RANGES:
| CORPORATE & INFLATION-LINKED BONDS: | 35-45% (target = 40%) |
| INCOME TRUSTS: | 15-25% (target = 20%) |
| COMMON STOCKS: | 35-45% (target = 40%) |
Diversified Income Portfolio Performance & Yield:
| December 31, 2009 | Q4-09 | 1 year | 3 year | Since inception* |
Blended yield |
| Dixon Mitchell Diversified Income | 2.5% | 17.0% | -0.7% | 4.9% | 4.9% |
* Inception date = December 31, 2004: returns for periods greater than one year have
been annualized
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