IA Clarington Tactical Bond 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 invests in a mix of high quality fixed income securities as well as investment grade and higher yielding securities of North American corporate issuers. The Portfolio Manager focuses on fundamental analysis to identify, select and monitor investments and reviews the values of individual securities on an ongoing basis, paying particular attention to credit quality. The Fund will generally be diversified across industry sector, size of issuer and credit rating.
Key Reasons to Invest
  • Actively managed investment grade bond fund comprised primarily of government and corporate bonds
  • Diversification and enhanced yield by adding exposure to non-investment grade securities
  • Ability to reduce interest rate sensitivity through floating rate senior loans exposure and swaps

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