PORTFOLIOS

Offering two portfolios—finely balanced to meet your needs.

PORTFOLIOS

Offering two portfolios—finely balanced to meet your needs.

PORTFOLIOS

Offering two portfolios—finely balanced to meet your needs.

Harris Douglas Bond Portfolio

Designed for income generation with low volatility and a lower risk of capital loss than the Harris Douglas Equity Portfolio, it usually holds between 15 and 20 investments in Government of Canada bonds, Canadian provincial bonds and Canadian corporate debt. At times, it may include as much as 20 percent exposure to high-yield bonds, convertible bonds, REITS and unit trusts. The majority of the corporate debt has a term of three to six years. This portfolio is used as an asset allocation tool to create income and offset equity risk.

As a Harris Douglas Segregated portfolio client, you’ll have access to financial planning, regular communication and direct access to your portfolio manager at any time. Your portfolio manager will work with your lawyer, accountant or other professionals. Minimum of $500,000.

Harris Douglas Bond Portfolio Management Fee

  • Under $3 million: 0.5 percent
  • Over $3 million: 0.3 percent

We run the Equity Portfolio and the Bond Portfolio as separate segregated accounts for performance purposes. The exception is for RRIF accounts where it’s more valuable to merge the two so clients are withdrawing only from the fixed income portion of the portfolio. We also separate your Canadian Dollar and US Dollar Portfolios to reduce foreign exchange risk.