Enhanced Growth Portfolio

Modified on Thu, 27 Aug at 3:00 PM

Enhanced Growth

Equity-focused portfolio targeting higher growth with volatility mitigation

The Enhanced Growth Portfolio provides investors with a diversified equity-focused portfolio that targets higher long-term capital growth. Equity exposure is complemented by growth-oriented alternative strategies that target downside protection and volatility mitigation. A true focus on higher capital appreciation through diversification and dampened volatility.

Strategy	Weighting	Short-Term Trading Fee
Actively Managed Global Growth	14.5%	Up to 2% within 30 days
Agricultural Land	7.8%	Before the third anniversary of purchase, the redemption price will be the lower of the original subscription price and 95% of NAV.

This portfolio requires a minimum initial investment of $3,333. Should you wish to invest at less than this minimum, please discuss with an Advising Representative of Network Wealth Private Investment Management to determine feasibility.

Disclaimer

This information should not be relied upon as investment advice, research, or a recommendation by Network Wealth Private Investment Management (“NWPIM”) regarding (i) the constituent funds in any model portfolio, (ii) the use or suitability of the model portfolios or (iii) any security in particular. NWPIM does not provide legal or tax advice and we encourage you to consult your own lawyer, accountant, or other advisors before making an investment.

The information on this website is not an offer or solicitation for the purchase or sale of any financial instrument in any jurisdiction, nor is it a commitment by NWPIM or any of its affiliates (collectively “NWPIM”) to enter into any transaction referenced herein. All information provided by NWPIM herein is indicative, is based on certain assumptions and current market conditions and is subject to change without notice. Accordingly, no reliance should be placed on the information herein. In deciding whether to enter into any transaction or strategy referenced herein, the recipient should rely solely on the account documentation, which will contain the definitive terms and conditions relating to any referenced transaction, strategy or account operations and fees.

The information has been provided for illustrative purposes only and should not be relied upon by you in evaluating the merits of investing in any securities or strategies mentioned herein.

Your capital is at risk with any type of investment. The value of your portfolio with NWPIM can increase or decrease. Past performance is no guarantee of future results. Please read our Disclosures for more information.

An investment may be risky and may not be suitable for an investor's goals, objectives, and risk tolerance. The value of investments and the income derived from investments will fluctuate and can go down as well as up. A loss of principal may occur.

The views expressed, including the descriptions and objectives of the model portfolios, are those of NWPIM and are subject to change due to changing market and economic conditions and may not necessarily come to pass. There can be no assurance that the model portfolios will be able to achieve their objectives.

Target allocations of the constituent funds in the model portfolios are subject to change at the discretion of NWPIM’s portfolio managers. Target allocations may differ from what appears in client accounts due to periodic market fluctuations, differences in rebalancing frequencies and other factors. The historical composition of the model portfolios may have differed from that currently presented.

The price movement of an index-based ETF may not track the underlying index and may result in a loss. ETFs may trade at a price below their net asset value (also known as a discount).

Network Wealth Private Investment Management is a registered trade name of Palisade Capital Management Ltd., which is registered as a Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer in relevant Canadian jurisdictions.

Assets in your NWPIM accounts are held with CI Investment Services Inc., a registered investment dealer in each province and territory of Canada, a member of the Canadian Investment Regulatory Organization (“CIRO”, formerly known as the Investment Industry Regulatory Organization of Canada [“IIROC”]) and the Canadian Investor Protection Fund (“CIPF”).

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