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)

Portrait of Karen Tsang, VP Trading & Associate Portfolio Manager of Forstrong Global. Karen Tsang
Vice President, Trading and  Investment Operations & Portfolio Manager

Fund manager(s)

Karen Tsang

Karen Tsang

Vice President, Trading and Investment Operations & Portfolio Manager

Performance

Trailing Returns % 06/30/2021
YTD  1 Year 3 Year  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  1 Year 3 Year  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%