IA Clarington Canadian Balanced Fund

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

Investment Goal

QV Investors Inc. believes in investing in quality companies with attractive valuations. Simply stated, the management team seeks better returns and lower valuations than the market. They do so by purchasing companies with above average returns on equity capital, but whose shares trade below their intrinsic value. This approach has consistently yielded superior risk-adjusted equality returns over the long-term.
Key Reasons to Invest
  • A core Canadian balanced portfolio that aims to strategically position the Fund through all economic cycles.
  • Invests in quality companies with lower valuations that are growing at higher rates than the market.
  • Core plus fixed income invests primarily in Canadian Federal, Provincial, Municipal and investment grade corporate bonds.

Portfolio Managers


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Key Documents
Support Material
    Regulatory Documents
      Financial Documents

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