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Income & Risk Management:
Delivers income, stability, and active risk management, targeting nearly 6% yield with moderate interest-rate sensitivity and aiming to outperform the FTSE Canadian Corporate Bond Universe Index by over 1% annually.
Experienced Fixed Income Team:
Managed by one of Canada’s largest and most experienced fixed income teams, overseeing more than $50B in Canadian assets with a strong track record across market cycles.
Depth of Expertise & Governance:
Built on deep expertise, with nine portfolio managers, three analysts, sector specialists, and a robust multi-committee governance structure to support disciplined, consistent investment decisions.
IAS150F
1M
3M
6M
YTD
Since
Inception
Volatility*
*Standard deviation; calculated using daily returns since inception; annualized.
♦Distributions are not guaranteed. In addition to the Management Fee, there are other costs associated with investing which will reduce returns including an Administration Fee of 0.15%. Investments are subject to a minimum subscription amount. Estimated Risk Rating is based on a consideration of how much this investment fund’s investment strategy (its underlying fund) historical returns have changed from year to year. Source: Independent Advisor Solutions Inc. This rating has not been provided by a third-party firm. This rating can change over time. An investment fund with a low or medium risk rating may decrease in value. For more information about this investment, including specific risks that can affect this investment fund’s returns please speak to your investment advisor and/or read the offering memorandum and/or other reporting documents before investing.
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