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Enhanced Income

  • Generate long-term, tax efficient returns in a low volatility portfolio of stocks and fixed income securities, positioned for higher monthly income generation
  • Equities represent 35-60% of portfolio weight and consists of 25-35 dividend yielding stocks
  • Fixed income is a mixture of  bonds & preferred shares
  • Receive monthly income
  • Managed in a pooled fund or segregated account

Core Equity

Targets long-term appreciation through capital gains and dividends in a portfolio of value-oriented stocks, each with meaningful capital appreciation potential.

Fixed Income

This strategy aims to provide investors with a stable income, low volatility and safe principal by investing primarily in Canadian government and corporate bonds, debentures and short-term notes.

Credit Opportunities

This strategy seeks to provide investors with attractive risk-adjusted returns that are less volatile than equities.

Private Debt

As part of a diversified portfolio, the fund can help to enhance returns, lower volatility, and tap into opportunities not available in public markets.

Infrastructure & Real Assets

An investment strategy within the private investment assets class that seeks to generate absolute returns and provide portfolio diversification.