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Eight KBSH portfolios are available through the Partners Program of Raymond James.
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Balanced
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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.
Four portfolios are available: Balanced Canadian Core, Balanced Conservative, Balanced Moderate and Balanced Growth.
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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.
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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 Canadian and U.S. companies with sustainable competitive advantages, strong financial positions, superior management and high earnings growth potential.
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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 managed accounts speak to your Raymond James investment advisor or visit their web site:
http://www.raymondjames.ca/cda/display.do?contentid=b9588254c326bf00VgnVCMServer28a0a8c0RCRD
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