Forstrong Global Strategist Balanced Fund

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

Investment Goal

The Fund’s objective is to provide a balance of long-term capital appreciation with a modest income stream, primarily through diversified investments in a balanced mix of ETFs of multiple global asset classes.

Key Reasons to Invest
  • A standalone global balanced strategy designed to complement traditional portfolios.  Invests across a broad universe of global asset classes and regions, including hard assets, global real estate and currency

  • Macro asset allocation strategy utilizes long-term analysis of global super trends in the pursuit of returns and risk management. Can complement strategies that seek returns from bottom-up security selection

  • Active asset allocation seeks to buy risk when it’s cheap and sell risk when it’s expensive

  • ETFs are actively utilized to efficiently execute strategies

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