IA Clarington Inhance Bond SRI 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 seeks to preserve capital and generate income with the potential for capital appreciation by investing primarily in government and corporate issuers which meet the portfolio manager’s responsible investment principles.
Key Reasons to Invest
  • Core plus fixed income solution for investors who want to invest responsibly in the pursuit of their financial goals.
  • Invests primarily in a diversified selection of government and corporate debt securities as well as preferred shares, striving for a balance of capital preservation, income generation and risk management.
  • Benefit from a holistic approach to responsible investing through a fully integrated in-house investment management team. The Environmental, Social and Corporate Governance (ESG) and financial analysis teams work together on a security by security basis for enhanced idea generation and risk management.

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