IA Wealth Enhanced Bond Pool

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 generate regular income, with the potential for modest long-term capital appreciation, by primarily investing, either directly or indirectly, in fixed-income securities.
Key Reasons to Invest
  • An enhanced core fixed-income portfolio with the flexibility to capitalize on emerging opportunities.
  • Core Canadian bonds with added diversification through access to foreign bonds, high-yield bonds and senior loans in a low-risk* classified offering.
  • Active, multi-manager approach that combines fixed-income and asset allocation expertise.

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