Eg: Product Name, Fund Code
Mutual FundsCanadian Asset Allocation Class
Contact Client Services
For details on your account please contact CIBC Mellon at 1-800-250-3303.
Contact UsFund Characteristics
The Fund aims to provide long-term growth and capital preservation using a balanced investment approach by investing primarily in a mix of Canadian equity and fixed-income securities, and money market instruments. The Fund may also invest in gold, gold certificates, silver certificates and certain gold/silver ETFs.
Depending on market conditions, the sub-advisor may vary the Fund’s asset mix from the target mix if they believe it will produce the best overall return.
Five Key Reasons To Own This Fund:
| Best in class balanced fund Portfolio Manager | Award winning credentials: Bob Haber ran the Fidelity Canadian Balanced Fund which was awarded the Lipper top fund of the decade in 2009, Canadian Neutral Balanced category | |
| The best of both worlds | A core portfolio holding with an effective mix between debt and equity | |
| Lower volatility | Top-down macro economic analysis combined with bottom-up fundamental analysis identifies securities that fit the risk/return profile for both equities and bonds | |
| Flexible asset allocation | The Fund has the flexibility to adjust its allocation between equity and fixed income in response to market conditions | |
| Commitment to service | Canoe Financial is committed to providing exceptional client service and is proud to partner with top-tier Investment Advisors and Financial Planners across Canada |
Recent News
Monday, February 14, 2011
Canoe Announces Launch of Canoe ‘GO CANADA!’ Corporate Class Funds
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