PORTFOLIO STRATEGIES
Core Income
Inception Date: July 1, 2008
For investors who are seeking to grow their capital with an emphasis on receiving income over the long-term, there’s a diversified mix of Canadian and global securities for investors with a modest risk profile.
Global Assets: Moderate
Core Balanced
Inception Date: July 1, 2003
An average risk profile for investors who are seeking to grow their capital while receiving income over the long-term. It has a diversified mix of Canadian and global securities.
Global Assets: Moderate
Core Growth
Inception Date: July 1, 2003
For investors with a higher than average risk profile who are seeking to grow their capital while receiving modest income over the long-term. With a diversified mix of Canadian and global securities.
Global Assets: Moderate
CORE SERIES
Global Income
Inception Date: July 1, 2008
A globally diversified mix of securities for investors with a modest risk profile who are seeking to grow their capital with an emphasis on receiving income over the long-term A macro-oriented emerging market equity strategy designed for investors seeking to capitalize on the significant growth opportunities in the developing world via an active country, sector and thematic selection process.
Global Assets: High
Global Balanced
Inception Date: July 1, 2003
A diversified mix of Canadian and global securities for investors with an average risk profile who are seeking to grow their capital while receiving income over the long-term.
Global Assets: High
Global Growth
Inception Date: July 1, 2003
A globally diversified mix of securities for investors with a higher than average risk profile who are seeking to aggressively grow their capital while receiving modest income over the long-term.
Global Assets: Moderate
GLOBAL SERIES
Emerging Markets
Opportunities Focus
Inception Date: February 1, 2019
A macro-oriented emerging market equity strategy designed for investors seeking to capitalize on the significant growth opportunities in the developing world via an active country, sector and thematic selection process.
Global Assets: High
Special Opportunities
Focus
Inception Date: January 1, 2014
A flexible “go anywhere” tactical asset allocation strategy designed to provide long-term growth and downside protection by investing in a diversified portfolio of non-correlated and opportunistic global exposures.
Global Assets: High
*FOCUS mandates are thematic investment strategies designed to complement traditionally balanced portfolios
(i.e. domestically-biased or benchmark-centric)