IA Clarington Focused Balanced Fund

 
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MER as at
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Investment Goal

The Fund’s objective is to achieve 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 balanced fund that can tactically adjust asset allocation as market conditions warrant
  • Invests in a diversified portfolio of primarily North American equities of any market capitalization that represent good value based on current stock prices relative to their intrinsic value.
  • Provides fixed income diversification through high yield debt securities which are less interest-rate sensitive.

Portfolio Managers


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Key Documents
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