TCI Premia Real Assets Private Pool
Investment Strategy
The TCI Premia Real Assets Private Pool seeks long-term capital appreciation and income generation by investing primarily in publicly traded securities of Real Estate Investment Trusts (REITs), real estate companies, limited partnerships and infrastructure companies listed on Canadian stock exchanges.
Strategy Highlights
- A diversifying complement to a standard Canadian bond and stock portfolio
- Listed real estate and infrastructure have a history of capital growth, high and growing income, low long-term correlations with stocks and strong performance in inflationary periods
- Generates a steady stream of tax-advantaged distributions
- Allows up to 10% leverage to pursue higher returns when market values are depressed
Why Choose the TCI Premia Real Assets Private Pool?
- Combines diversified exposure to REITs and infrastructure (including renewable energy) in a single fund
- Pension plan allocations to both real estate and infrastructure have steadily increased over time to generate a high stream of income plus acts as a hedge against inflation
- Infrastructure can play a defensive role in portfolios during bouts of market volatility
- The Canadian focus allows for tax-advantaged return of capital from REITs, eligible Canadian dividend income from infrastructure and the potential for capital growth
- Strong five-year category performance1 based on Morningstar analytics
- Its low management fee enhances the potential for strong performance
1 Past performance is not indicative of future results.
Latest Monthly Profile
Inception Date | March 9, 2018 |
Fund Code and Series | TCP301 - Series F |
Fund Type | Open-ended Mutual Fund Trust |
Registered Tax Plan Status | TFSA, RRSP, RESP, RDSP Eligible |
Minimum Investment | $10,000 |
Valuation Frequency | Weekly |
Redemptions | Weekly |
Redemption Fee | None |
Distributions | Monthly at the Manager's discretion |
Management Fee | 0.50% |
Performance Fee | None |
Initial Lock-Up | None |
Manager | Tacita Capital Inc. |
Prime Broker | National Bank Independent Network |
Auditor | Grant Thornton LLP |
Legal Counsel | AUM Law Professional Corporation McCarthy Tétrault LLP |
Administrator | SGGG Fund Services Inc. |
Fund Currency | Canadian Dollar (CAD) |