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) |