Investment Objective
The fundamental investment objective is to seek to achieve a total return that exceeds that of Government of Canada 91-day Treasury Bills over a 5-year period regardless of market conditions, through a balanced approach of capital growth and income.
The Fund may invest directly in, or provide exposure to,investments including, but not limited to, any of the following: money market securities, debt and debt-like instruments, preferred shares, exchange-traded funds and/or equity and equity-like instruments of Canadian, U.S. and/or
international markets.
Benchmark Statement
Government of Canada 91-day Treasury bills plus 5%
Recommended For
The Fund may be suitable for medium to long-term investors who:
Are seeking a return similar to that of a balanced fund;
Are seeking an investment to diversify a portfolio of funds with traditional benchmarks;
Can handle changes in the value of their investment.
Why Invest
This funds seeks to provide:
A defined target return
Reduced volatility
Inflation protection
Portfolio Update
While the portfolio adviser is encouraged by global policy makers’ continued support of growth initiatives, the portfolio adviser remains cautious and continues to position the Fund defensively by maintaining a high cash balance. Patience remains key as the portfolio adviser assesses investment opportunities in this uncertain environment. The probability of extreme economic and market outcomes remains a concern given the high levels of sovereign debt in the U.S. and Europe. The portfolio adviser has initiated a position in physical gold exchange-traded funds as insurance against the risk of extreme outcomes. (December 2012)
General Description
| Fund Codes:
|
TDB2500
|
| Minimum non-RSP Investment:
|
$ 100.00
|
| Minimum RSP Investment:
|
$ 100.00
|
| Minimum Subsequent Investment:
|
$ 100.00
|
| Early Redemption:
|
Up to 2.00% of purchase cost
if redeemed within 30 days of
purchase.
|
|
MER:
|
2.46% MER as of December 31, 2012
|
| Sector Class:
|
Tactical Balanced
|
| Inception Date:
|
Sep. 7, 2011
|
| Assets:
|
$ 811.69 million as of May 31, 2013.
|
| Minimum PPP Amount:
|
$25.00
|
|
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