Mutual FundsCanadian Monthly Income Class

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For details on your account please contact CIBC Mellon at 1-800-250-3303.

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Fund Codes

Canoe Financial Fund Codes

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Fund Characteristics

The Fund aims to provide consistent, tax-preferred monthly income and capital growth by investing primarily in a mix of Canadian equity and fixed-income securities, U.S. investment grade, corporate and high-yield fixed income securities, preferred stocks and convertible securities or other non-Canadian securities.

Five Key Reasons To Own This Fund:
  Proven investment management expertise Bob Haber has a proven and long-term track record in managing Canadian balanced and equity portfolios
  Attractive yield Targeted annual yield of 4.0%; Enhanced sources of yield through investments in a diversified portfolio of Canadian equities and fixed income securities; Sustainable and tax-efficient monthly income
  Income without excess risk Top-down macro economic analysis combined with bottom-up fundamental analysis identifies securities that fit the risk/return profile
  Diversification & active asset allocation Active asset allocation with a targeted mix of 50% equities and 50% bonds; Initial asset allocation of 60% equities and 40% bonds
  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

 

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