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)