Growth

Alitis Growth Pool

The Alitis Growth Pool is designed to deliver long-term capital appreciation with less volatility than the equity markets, and will hold a full range of growth-oriented and high-yielding asset classes.  The target annual return, net of fees is 7%+ over a market cycle and all realized income will be distributed on a quarterly basis.

The underlying holdings will be primarily made up of mutual funds, exchange-traded funds (ETFs), closed-end funds, hedge funds, mortgage investment corporations (MICs), real estate investment trusts (REITs), and other pooled investments.  To a lesser extent, investments may be made into individual stocks, bonds, T-bills, money market instruments, bank products (e.g. GICs, high-interest savings accounts), and other individual investments.