CC&L Diversified Income Portfolio Sr FRegister to Unlock Ratings |
Performance History | 31-03-2024 |
Growth of 1,000 (CAD) | Advanced Graph |
Fund | 8.2 | 8.8 | -8.8 | 5.7 | 2.7 | |
+/-Cat | 4.2 | 0.5 | 0.3 | -1.6 | -1.3 | |
+/-Idx | -1.5 | 0.6 | 1.6 | -5.8 | -1.9 | |
Category: Tactical Balanced | ||||||
Benchmarks: Morningstar Can Neu Gbl Tgt... |
Key Stats | ||
NAV 25-04-2024 | CAD 15.42 | |
Day Change | -0.17% | |
Morningstar Category™ | Tactical Balanced | |
ISIN | - | |
Fund Size (Mil) 31-01-2022 | CAD 27.99 | |
Share Class Size (Mil) 31-01-2022 | CAD 1.61 | |
Max Initial Charge | - | |
Ongoing Charge - | -% |
Investment Objective: CC&L Diversified Income Portfolio Sr F |
The fund seeks to generate current income while preserving capital. The Portfolio is expected to provide modest potential for growth of capital over time with limited variability of return from year to year. The Portfolio is broadly diversified across different types of fixed income and equity securities to increase stability. Equity securities are employed to offset the risk presented by inflation and to provide the potential for capital growth. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Gary Baker 01-02-2006 | ||
Harold Scheer 01-02-2006 | ||
Click here to see others | ||
Inception Date 13-09-2009 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
25% MSCI World NR CAD , 25% FTSE Canada ST Overall Bond TR CAD , 25% S&P/TSX Composite TR , 25% FTSE Canada Universe Bond | Morningstar Can Neu Gbl Tgt Alloc NR CAD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for CC&L Diversified Income Portfolio Sr F | 31-03-2024 |
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