IA Clarington Tactical Bond Class

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 monthly interest income by investing primarily in fixed income securities, allocated among Canadian and other North American governmental and corporate issuers, and between investment-grade and higher-yielding securities.
Key Reasons to Invest
  • Focus on capital preservation through an investment grade portfolio.   
  • Diversification beyond traditional fixed income strategies.
  • Enhanced yield potential from non-investment grade exposure (max 25%) and wide latitude in credit selection.    

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