To preserve capital while generating income by investing mainly in credit instruments.
To ensure preservation of capital, the fund manages duration risk actively and invests in corporate and provincial fixed income to outperform the index. To build an optimal portfolio, the approach incorporates fundamental analysis, macroeconomic analysis and quantitative analysis.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Offering Memorandum before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.