Institutional Fund Management

We provide both pooled fund and segregated management for institutional clients. Segregated management for institutions is available for portfolios with a market value of at least $25 million. The investment management styles available to segregated accounts are the same as our pooled funds.

The MB Pooled Funds consist of the following investment vehicles:

MB Balanced Growth Pension
MB Balanced Growth
MB Balanced Value
MB Balanced
MB Private Balanced
MB Canadian Equity Growth
MB Canadian Equity Value
MB Canadian Equity
MB Canadian Equity Plus
MB Global Equity Growth
MB Global Equity Value
MB Global Equity
MB American Equity
MB International Equity
MB Fixed Income
MB Long Term Fixed Income
MB Short Term Fixed Income
MB Fixed Income Plus
MB Money Market
MB Select Balanced
MB Select Canadian Equity
MB Select Global Equity
MB Select Fixed Income
MB LifePlan Income
MB LifePlan Growth & Income
MB LifePlan Growth

Several of our MB Pooled Funds are available through our various alliance partners for Employer Sponsored Plans.

For more information on our institutional management, please contact us at (416) 862-9800.