Who this Fund is designed for
Investors who seek a Fund that:
- Offers a conservatively managed, diversified portfolio of
stocks and fixed income securities
- Follows a value-investing method, where the objective is to buy
stocks that are selling for less than they're worth, and then
sell them when they approach their true value
- Has a Canadian equities selection process that focuses on
downside protection as much as capital appreciation
- Targets being fully invested, with minimal cash
Portfolio characteristics
Targets a long-term asset mix of 40 - 45% Canadian equities, 30
- 35% fixed income securities, and 25% global equities
Equity portion
- Managed by Sionna Investment Managers Inc.
- Emphasis on stocks of larger Canadian companies, rounded out by
25% exposure to global markets through the Brandes Global Equity
Fund
- Holding period for stocks of about 3 - 5 years
Fixed Income portion
- Managed by Brandes Investment Partners
- Focus on Canadian government and high-quality corporate bonds,
bank obligations and short-term money market instruments
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