Objective & Strategy:
The objective of the Fund is to achieve attractive risk-adjusted returns through a credit- focused, fixed-income investment mandate while preserving capital.
The Fund Pays a tax-advantaged monthly distribution:
CAD 3.5¢/unit
USD 3.5¢/unit
The Fund focuses on investment grade bonds primarily in Canada and employs a macro overlay to enhance returns and reduce volatility. With their extensive experience in the banking and financial services market in Canada, they are uniquely positioned to trade existing bonds and new issuances. They are capable of mitigating interest rate risk using proven hedging strategies.
Ideal for:
This Fund will appeal to conservative investors who are seeking monthly income with deferred tax and with the potential for additional capital appreciation.
This Fund is an actively managed conservative bond portfolio that will complement a traditional long-only stock and bond portfolio.