Our Fixed Income Universe

Our accounts have a fixed income allocation based on parameters unique to the needs of each client. We select fixed income investments from the highest quality assets available within the context of our ongoing assessment of market conditions and accompanying price risk.

 
Our universe includes:
  • Canadian and US T-Bills and premium money market
  • Government Bonds
  • Bank issued GIC's
  • Government of Canada 5 year Bond Index (XGV)
  • Government of Canada 10 year Bond Index (XGX)
  • iShares Aggregate Bond Fund (AGG)
  • iShares 1-3 Year Treasury Bond Fund U$ (SHY)
  • iShares 7-10 Year Treasury Bond Fund U$ (IEF)
  • iShares 20+ Year Treasury Bond Fund U$ (TLT)
  • iShares GS $ Investop Corporate Bond Fund (LQD)
  • Barclays Advantaged Corporate Bond U$ (BAC.UN)
    fully hedged in C$)
  • Preferred shares (P1 to P3 rated)
 
*our universe can change without notice