Investment Objective

The primary objective of the strategy is to provide a balanced portfolio that emphasizes income with some capital gains through diversified investments in equity or equity-related securities and in fixed income securities, either long-term or short-term.

Investment Strategy

We currently use strategic asset allocation to create a portfolio diversified by investment style, asset class and geographic region, with an emphasis on income generation. This generally includes Canadian equity, global equity and Canadian fixed income securities.

Currently, the strategy’s long-term asset mix policy is 60% stocks and 40% bonds, with cash reserves incorporated in these two asset classes. If the asset mix between equities and bonds varies by more than 5% from the long-term mix, the strategy is generally rebalanced.

Related Strategies

Prospectus Series I
Prospectus Series W
Segregated Accounts