Pooled Funds
Global Income
SERIES: 123456789
STRATEGY OBJECTIVE
This strategy mandate is designed for clients with a modest risk tolerance and preference for global content, seeking to grow their capital with an emphasis on receiving income over the long-term. An appropriate investment horizon for this strategy is 7 years or greater. As this strategy is invested in listed assets, returns will vary for shorter-term periods, however, can be reasonably expected to outperform cash over the longer-term.
Fund manager(s)
 |
Karen Tsang Vice President, Trading and  Investment Operations & Portfolio Manager |
Fund manager(s)
Karen Tsang
Vice President, Trading and Investment Operations & Portfolio Manager
Performance
| Trailing Returns % | 06/30/2021 | |||||
| YTD | Â 1 Year | 3 Year | Â 5 Year | 10 Year | S.I | |
| Global Income | -0.97% | 12.07% | 3.89% | 5.36% | 7.78% | 8.15% |
| Benchmark | -3.17% | 2.95% | 4.41% | 4.64% | 6.57% | 5.78% |
Performance
| Trailing Returns % | 06/30/2021 | |||||
| YTD | Â 1 Year | 3 Year | Â 5 Year | 10 Year | S.I | |
| Global Income | -0.97% | 12.07% | 3.89% | 5.36% | 7.78% | 8.15% |
| Benchmark | -3.17% | 2.95% | 4.41% | 4.64% | 6.57% | 5.78% |
Details
| Risk rating | 1 |
| Series | 2 |
| NAV $ | 2 |
| Inception Date | 2 |
| Net Asset $ | 2 |
| MER % | 2 |
| Management Fee % | 2 |
| Income Distribution | 2 |
| Capital gains distribution | 2 |
| Fund Category (CIFSC) | 2 |
| Minimum Investment $ | 2 |
| Subsequent Investment $ | 2 |
| Sales status | 2 |
Benchmark
| FTSE Canada Universe Bond Index | 36% |
| MSCI World Total Return Net Index (CAD) | 36% |
| S&P/TSX Capped Composite Total Return Index | 20% |
| MSCI Emerging Markets Total Return Net Index (CAD) | 4% |
| Canada CPI + 400 bps | 3% |
| FTSE Canada 30 Day TBill Index | 1% |