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Fund Profile
Related Links / Downloads
Fund Facts
Prospectuses,
Financial Reports & Other Important
Information
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Who Should Buy This Fund?
Consider this fund if:
- you are looking for a portfolio solution that adjusts to current market conditions
- you are comfortable with medium investment risk (i.e., you are willing to accept fluctuations in
the market value of your investment).
Investment Objectives and Strategies
The fund's objective is to provide long term capital growth and current income by investing primarily
in a diversified portfolio of exchange traded funds that invest in income producing securities.
These are the strategies the portfolio manager uses to try to achieve the fund's objective:
- invests up to 100% of the fund's assets in securities of exchange traded funds and/or other mutual
funds, including funds that are managed by us or one of our affiliates or associates
- invests primarily in exchange traded funds
- considers asset class and sector investments based on fundamentals and the economic and markets
outlook
- uses technical indicators when implementing portfolio rebalances
- may invest up to 100% of the purchase cost of the fund's assets in foreign securities
- the fund may use derivatives to implement the investment strategy.
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