IA Clarington Tactical Income GIF

Fund Code(s)
Distributions
MER
as at
Management Fee
Reduced MER (est.)
Risk
Low Medium High
Inception Date
Total value

Investment Goal

The portfolio manager uses Growth at a Reasonable Price (GARP) investment style and seeks out companies with a strong competitive position, strong balance sheet and stable management. The Fund will generally be diversified across various sectors and asset classes. The fixed income portion of the portfolio will usually have a target duration between three and seven years, although individual fixed income securities may deviate from this target.
Key Reasons to Invest
  • Award winning manager.
  • Seeks to provide stable income and capital appreciation.
  • An Investment approach that endeavours to strategically position the Fund through all market conditions.

Portfolio Managers


Annual Rates of Return - %
Performance - %
YTD 1mo 3mo 1yr 3yr 5yr 10yr Since Inception
Rate of Return
Average Annual Total Returns %
Performance %
Distributions

Distribution frequency:

Category
Income
Dividends
Capital Gains
Return of Capital
Total Distribution
Key Documents
Support Material
    Regulatory Documents
      Financial Documents

        Average Term (Days)
        Current Yield
        Top 10 Holdings

        Top 10 Long Holdings
        Top 10 Short Holdings
        Overall exposure
        Geographic Allocation
        Asset Mix
        Asset Allocation
        Commentaries
        Key Documents