Strategies

Focus Series

Thematic investment strategies designed to complement traditionally balanced portfolios (i.e. domestically-biased or benchmark-centric)

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

Global Series

Global macro investment strategies designed to complement traditionally balanced portfolios (i.e. domestically-biased or benchmark-centric)

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: High

Core Series

Balanced portfolios designed as a complete solution for the core assets of Canadian Investors.

Core Income

Inception Date: July 1, 2008

For financial professionals 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 financial professionals 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

Resources

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