Income bearing investments.
Canadian Bond - lower risk, lower - medium return.
BOND (CC&L) CCLB To outperform the FTSE TMX Canada Universe Bond Index. The duration of the Fund will stay within 20% of the FTSE TMX Canada Universe Bond Index duration. The Fund’s investment philosophy is capital preservation while providing superior long term performance through a consistent and disciplined investment process. Through in-depth analysis the Fund manager looks for risk/reward trade-offs in the marketplace and in each asset class.
MORTGAGE (PORTICO) LLMRT To provide a high level of interest income supplemented with capital appreciation. This Fund invests primarily in mortgages on Canadian residential and commercial property. The mortgage portfolio is diversified by type of property and geographic location and meets strict credit underwriting standards. Portico’s approach is to acquire and maintain a high quality diversified portfolio of commercial mortgages to produce, stable and predictable income with minimal default risk. Portico’s fixed-income management style uses a consistent approach to fundamental market research and quantitative research to ensure a measured approach to portfolio construction and is disciplined to ensure risk management is always top of mind.