Forstrong Global Income Strategy
What does the strategy invest in?
This balanced strategy is constructed with a diversified mix of global securities. It is suitable for investors with a modest risk profile who are seeking to grow their capital with an emphasis on receiving income over the long-term. The strategy is designed to complement domestically-oriented strategies or can be used as a complete solution for the core assets of Canadian investors.
Strategy Facts
Strategy Inception Date:
June 30, 2008
Mutual Fund Series O Inception Date:
September 29, 2023
Mutual Fund Series F Inception Date:
March 31, 2025
ETF Inception Date:
August 10, 2023
Distributions:
Quarterly
Category:
Balanced
Overview - Series O
Investment Results - Series O
*Total return represents changes to the NAV and accounts for distributions from the fund. Past performance does not guarantee future results.
Distribution History - Series O
Distribution Frequency: Quarterly
Overview - Series F
Investment Results - Series F
*Total return represents changes to the NAV and accounts for distributions from the fund. Past performance does not guarantee future results.
Distribution History - Series F
Distribution Frequency: Quarterly
FINC Overview - ETF Series
Investment Objectives:
FINC aims to generate modest capital appreciation with an emphasis on receiving income, by primarily investing, directly or indirectly, in a diversified mix of Canadian and global securities.
Investment Results - ETF Series
*Total return represents changes to the NAV and accounts for distributions from the fund. Past performance does not guarantee future results.
Distribution History - ETF Series
Distribution Frequency: Quarterly
