IA Clarington Focused Balanced Fund

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

Investment Goal

The Fund seeks capital appreciation and moderate income by investing primarily in a portfolio of Canadian equity and fixed-income investments. The Fund may invest up to 49% of its assets in foreign securities.

Key Reasons to Invest
  • Flexible, income-focused balanced fund that can adjust asset allocation as market conditions warrant; the manager’s expertise in both equity and fixed income provides an unbiased asset allocation decision and the ability to assess relative value across the capital structure of a company

  • Fixed-income component includes high-yield corporate bonds, which can help reduce interest rate sensitivity

  • Rigorous, active investment process focuses on safety of income and incorporates the manager’s macroeconomic outlook

Portfolio Managers

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

Distribution frequency:

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
        Key Documents