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

  • An additive compliment to a standard Canadian bond and stock portfolio
  • An institution-grade systematic sector weighting and selection methodology
  • Generates a steady stream of tax-friendly distributions

Why Choose the TCI Premia Real Assets Private Pool?

  • 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
  • REITs are currently trading at a substantial discount to private market valuations presenting a tactical opportunity
  • Infrastructure component can play a defensive pole in portfolios during bouts of market volatility
  • Pension plan allocations to real estate and infrastructure have steadily increased over time
  • Tax-effective long-term return potential
  • Considerable historic outperformance1
  • Active management at an ETF-like cost
1,2 Past performance is not indicative of future results.
Latest Monthly Fund 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
Management Fee 0.50%
Performance Fee None
Min. Initial Investment $10,000
Distributions Quarterly at the Manager's discretion
Redemptions Weekly
Redemption Fee None
Initial Lock-Up None
Manager Tacita Capital Inc.
Prime Broker National Bank Independent Network
Auditor Grant Thornton LLP
Legal Counsel Borden Ladner Gervais LLP
Administrator SGGG Fund Services Inc.
Fund Currency Canadian Dollar (CAD)