Investment Objective

The primary objective of the strategy is the achievement of a balance between long-term growth of capital and reasonable income 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. 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 back to within 5% of the neutral target.

 

 

 

Related Strategies

Prospectus Series I
Prospectus Series W
Segregated Accounts