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Seven KBSH portfolios are available through the I.M.A. Program of Blackmont Capital Inc.
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Balanced Canadian Core
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Objective: To achieve capital appreciation with moderate risk by investing in a mix of primarily common stocks of Canadian, U.S. and International companies and high quality Canadian corporate and government bonds. Foreign content will be limited to a 30% maximum exposure.
Two portfolios are available: Taxable and RSP (max. 30% foreign content)
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Global Equity
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Objective: To achieve superior long-term investment returns by investing in primarily common stocks of U.S. and International companies with sustainable competitive advantages, strong financial positions, superior management and high earnings growth potential.
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Total Equity
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Objective: To achieve superior long-term investment returns by investing in primarily common stocks of Canadian, U.S. and International companies with sustainable competitive advantages, strong financial positions, superior management and high earnings growth potential.
Two portfolios are available: Taxable and RSP (max. 30% foreign content)
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Resource Equity
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Objective: To outperform a benchmark of the S+P/TSX Energy and S+P/TSX Materials indices.
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Canadian Equity
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Objective: To achieve superior long-term investment returns by investing in primarily common stocks of Canadian companies with sustainable competitive advantages, strong financial positions, superior management and high earnings growth potential, many of which are also global leaders in their respective industries.
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U.S. Equity
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Objective: To achieve superior long-term investment returns by investing in primarily common stocks of U.S. companies with sustainable competitive advantages, strong financial positions, superior management and high earnings growth potential.
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Diversified Income
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Objective: To generate a consistent level of income with an absolute return focus, limiting variability through a diversity of securities - primarily corporate bonds (investment grade and high yield), income trusts and Canadian, U.S. and International dividend-paying equities.
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For more information on the I.M.A program speak to your financial planner or investment advisor or visit the Blackmont web site:
http://privateclient.blackmont.com/index.php/IMA_Platform/12/0/
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