Increasing empirical evidence suggests that portfolios simply comprised of Cash Equivalents, Common Stock, and Corporate Bonds are not fully diversified.
Data indicates that Canadian Mortgage Investment Corporations ( MICs) have similar historical returns to Equity Indices and lower risk. Furthermore, MIC returns also appear to have low levels of correlation with corporate bond returns.
The low correlation between other asset classes indicate that significant diversification benefits would result from including MIC investments in your clients’ portfolios.
To schedule a branch presentation or if you have any questions relating to Antrim Balanced Mortgage Fund please contact:
Will Granleese CIM, FMA, DMS, M.B.A.
Director | Portfolio Manager
Toll Free: 1.888.550.6039