IA Clarington Short-Term Bond 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 seek to provide monthly interest income while preserving capital. The Fund invests primarily in debt securities of Canadian issuers maturing in five years or less.
Key Reasons to Invest
  • Invests primarily in short-term investments (1-5 years) in high quality Canadian fixed income.
  • Emphasis on a regular income stream while generating a total rate of return consistent with safety of capital.
  • Provides fixed income diversification through shorter-duration debt securities, which are less-interest rate sensitive.

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

        Geographic Allocation
        Asset Mix
        Asset Allocation
        Commentaries
        Key Documents