An actively managed and flexible balanced solution with industry leading risk management tools designed to protect capital and provide long-term appreciation.

Canoe Defensive Global Balanced Fund combines the award-winning asset management expertise of Canoe Financial, Fiera Capital and Aegon Asset Management to create a best-in-class multi-asset mandate.

Equity Market Protection Beyond the Traditional Balanced Approach

The global equity allocation is managed by Fiera Capital.  It combines the proven alpha generation of Nadim Rizk and the Global Equity Team with the innovative Risk Management Overlay (RMO) strategy of the Systematic Investment Strategies team. 

The RMO allows equity risk to be quickly reduced to levels lower than other traditional balanced funds during times of market volatility, without reducing equity exposure.

Actively Managed and Diversified Fixed Income Allocation

Fixed Income allocation is managed by Marc Goldfried, CIO & Head of Fixed Income at Canoe Financial, and includes the portfolio management expertise of Aegon Asset Management. 

The portfolio accesses asset classes across the full credit spectrum. Canoe Defensive Global Balanced Fund is actively managed, combining top-down and bottom-up analysis to maximize value added opportunities and generate income throughout business cycle stages and varying macroeconomic conditions.

Fund Allocation

60% Equity Weight – High conviction, high quality, low turnover stock portfolio.

40% Fixed Income Weight - Credit-focused strategy that aims to drive excess coupon.

Additional Materials

Fund Focus: Canoe Defensive Global Balanced Fund

 

Benefits of the RMO Strategy

Michael Lavigne, Portfolio Manager on Fiera’s Systematic Investments Strategies team, discusses the RMO strategy and the benefits it offers to investors.

Regulatory Documents
 Fund Facts Series F
 Fund Facts Series A

This communication has been prepared by Canoe Financial LP, manager of the Canoe Defensive Global Equity Fund.Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Canoe Defensive Global Balanced Fund purchases units from the Canoe Defensive Global Equity Fund, Credit Opportunities Fund, Global Income Fund and Canoe Bond Advantage Fund to comprise the fund.