The objective of the RK&A Trust Portfolio strategy is to generate sustainable income and stable capital growth by investing across a diversified range of income generating securities from global companies. A focus is placed on global companies that pay a sustainable dividend, generate strong cash flows and are attractively valued on a risk-adjusted basis. Our RK&A Trust Portfolio represents our core Trust strategy which drives our General Trust, Cemetery Trust and Sharia Compliant turnkey solutions.
GENERAL TRUST MANAGEMENT
In partnership with CIBC Trust, we design and manage a key set of investment mandates to meet the objectives of both Testamentary trusts - created as part of a will which takes effect after the testator dies - as well as inter-vivos trust assets, established while its settlor is still alive.
CEMETERY TRUST MANAGEMENT
Our approach to cemetery trust management was specifically designed to meet the unique needs of cemetery and funeral professionals. Leveraging CIBC's extensive in-house experience and capabilities, we combine the strengths of CIBC Wood Gundy and CIBC Trust to deliver a turnkey solution that provides you with a carefree and fully integrated cemetery trust management program for your care and maintenance fund, pooled trust fund and general fund.
Align organizational values, principals and standards with investment approach
Actively managed globally diversified portfolio of income generating securities
Available in a balanced, income and growth 70% equity / 30% fixed income allocation
Available in partnership with CIBC Trust as a cemetery trust compliant portfolio
Available in partnership with CIBC Trust as a Sharia Law compliant 70% equity / 30% preferred equity allocation
Portfolios are built using global securities from companies that meet or exceed the manager’s fundamental, quantitative and technical framework
Asset allocation is designed to provide global diversification across asset classes, sectors and countries
Portfolio is monitored daily and systematically rebalanced to ensure consistent alignment with investment objectives