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Ten KBSH portfolios are available through Canaccord Alliance Program:
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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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Income Trust
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Objective: To achieve attractive income and capital appreciation potential by investing in a balanced mix of income trusts, with particular emphasis on the growing business trust sector.
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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 will be 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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North American 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.
Two portfolios are available: Taxable and RSP (max. 30% foreign content)
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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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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.
Two portfolios are available: Taxable and RSP (max. 30% foreign content)
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For more information on the Alliance managed accounts program speak to your investment advisor or visit the Canaccord Capital web site:
http://www.canaccord.com/private/default.htm
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