Skip to main content
Value Partners Investments Value Partners Investment Counsel

Terms & Conditions

Disclaimer

Information about specific issuers of securities has been made available by Value Partners Investments Inc. for the sole purpose of providing additional background information on the holdings in the Value Partners Pool(s) and is not intended to be investment advice about the merits of investing directly in these issuers. This information is based on information that is publicly available or that has been provided to Value Partners Investments Inc. by the portfolio managers of the Pools.

The complete holdings of a Pool are disclosed in its Statement of Investment Portfolio semi-annually. On a quarterly basis, each Pool discloses its top 25 holdings in its Summary of Investment Portfolio. Both these documents are available on our website. Value Partners Investments Inc. is a registered investment fund manager and has engaged registered portfolio managers to make decisions about the investments made by each Pool – these investment decisions are not made by Value Partners Investments Inc.

The information provided does not constitute individual, legal, investment or tax advice about any of the Pools or the issuers discussed therein. Please consult your own legal, investment and/or tax advisor prior to making a decision to invest in the Pools. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts documents and the prospectus of the Pools before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

VPI Income Pool - Q2 2026

Banking on Durable Earnings

The VPI Income Pool combines equities and fixed income securities to generate income while keeping investors' capital invested for long-term growth. Its equity holdings span 39 companies across 17 industries and 10 countries, while the bond allocation seeks to provide additional income and stability.

The Canadian banks have been a significant part of the Pool for a long time. Today, our positions in RBC, Scotiabank, BMO, and CIBC represent 11% of the equity portfolio. These durable businesses have benefited from strong earnings growth, averaging 27% year over year which led to returns of up to 74% since June of last year. 

 

Update Video

 

 

Newsletter

https://vpinvestments.blob.core.windows.net/images/spotlight/Newsletter_Update_Week_Income_Q2.png