The objective of the Diversified Income and Growth Basket (DIG) is to provide a diversified portfolio of Canadian-listed securities that are intended to provide the long term/core equity positions for a portfolio.
The JMRD Diversified Income and Growth Basket (DIG) recognizes that to attain a reasonable income from income-producing vehicles, more than just the traditional options must be considered. DIG uses a diversified approach by investing in multiple income-producing asset classes.
On their own, any one of the asset classes indicated could be perceived as risky. However, by combining multiple security types in the Basket, the result is lower volatility and enhanced yields. The management style for each component is slightly different to account for the uniqueness of each asset class. There will be no more than 15 positions in total for DIG.