Strategic Income

Alitis Strategic Income Pool

The Alitis Strategic Income Pool is designed to protect investors’ capital during all market conditions while providing stable income.  The target annual return, net of fees is 3% to 5% 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.