The primary objective of the strategy is the preservation of capital together with earning income through investments in high quality, short-term fixed-income securities.
We use fundamental analysis and other rational measures of value to identify and actively manage high quality, short-term (less than one year) fixed-income securities issued or guaranteed primarily by governments, Canadian corporations and Canadian chartered banks. We target a weighted average credit rating of “AA”.
The strategy will invest primarily in high credit quality issues that have been scrutinized for credit quality through an ongoing internal credit quality assessment across qualitative and quantitative factors. Spread analysis and duration-neutral strategies, such as barbell and bullet structures, are used for adding value through sector allocation and security selection.
Related StrategiesProspectus Series I
Prospectus Series W