Rebalancing amid the equity rally

AGF's Peter Frost shifts to higher-yielding securities

Sonita Horvitch 18 April, 2012 | 6:00PM

 Peter Frost, vice-president and portfolio manager at AGF Investments Inc., has significantly reduced the equity weighting in the balanced funds for which he is responsible.

This asset-mix shift took place at the end of February and in early March, he says. The move is in keeping with the tactical asset allocation he employs in the three balanced funds that he manages.

It is an active approach, he says, that rebalances the percentage of the portfolio held in stocks, bonds and cash on an ongoing basis. This enables him to take advantage of shorter-term trends in financial markets.

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Sonita Horvitch

Sonita Horvitch  

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