Equity portfolios designed for long-term growth.
Our Equity portfolio's objective is long-term growth of capital supplemented with dividend income. We invest in Canadian and global companies with leading competitive positioning, strong cash flow, prudent balance sheets, and attractive returns on equity.
An equity-focused portfolio with global opportunity.
The Growth portfolio emphasizes equities and growth companies to enhance long-term potetial.
We favour companies with above-average growth, exposed to positive long-term secular trends.
Capital growth focus
Built to deliver long-term growth through equity ownership in quality companies around the world.
Global diversification
Investing across Canadian, U.S., and international markets to capture opportunity and manage risk.
Quality and discipline
We look for strong businesses with attractive fundamentals and experienced management teams.
Representative asset allocation
The Equity portfolio is structured to maximize exposure to equities for long-term capital growth, with smaller allocations to fixed income and cash to support liquidity and manage risk.
Allocation ranges are subject to change as part of our ongoing tactical asset allocation process.
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- Cash
- Fixed Income
- Canadian Equities
- United States Equities
- International Equities
* Percentages are illustrative and may vary.
Why equity investing works
Long-term growth potential
Equities have historically provided the greatest opportunity for long-term capital growth.
Global opportunity set
Access leading companies and secular growth trends across Canada, the U.S., and international markets..
Quality leadership
We focus on companies with strong competitive advantages, solid balance sheets, and experienced management teams.
Active management
We actively manage the portfolio to identify opportunities and adjust to changing market conditions.
Special equity models
For investors with experience and an appetite for particular markets, JCIC offers three supplementary Equity portfolios, each with a specific geographic focus.
Canadian Portfolios
The Canadian equity model's investment objective is long-term growth of capital. This is achieved by owning Canadian companies with leading competitive positioning, secular growth, good cash flow generation, prudent balance sheets, attractive return on equity profile, and strong management teams.
U.S. Portfolios
The U.S. equity model has a long-term investment objective as well. By owning leading U.S. companies which exhibit dynamic growth, innovation, and corporate leadership, the result is an actively managed concentrated portfolio of stocks with strong balance sheets.
International Portfolios
Adaptive to changing market dynamics, including economic trends, the interest rate outlook, market valuation, and ESG risk, the International model looks for overseas holdings with attractive attributes like competitive positioning, secular growth, attractive return-on-equity profile, and strong management.
No hidden fees. It's that simple.
We have a straightforward policy when it comes to fees: keep them simple and make them transparent. As a JCIC client, you start investing at a very attractive and competitive rate, a rate that improves as you invest more. You will also enjoy the peace of mind that comes from knowing you are paying no undisclosed fees or costs.
Your Client Relationship Manager is available to review all disclosures at any time.
Let's find the right fit for you.
An Equity portfolio can help you pursue long-term growth and build wealth for the future. Let's talk about how it aligns with your goals and risk tolerance.
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