| Objective
The Fund aims to provide a high rate of return through a mix of long-term capital growth and interest income. The Fund is invested in a balanced portfolio of common stocks, bonds and bills. The stock component generally consists of Canadian and foreign large capitalization companies and will vary between forty-five percent and sixty-five percent of the Fund. The commitment to long-term, high quality bonds and short-term paper is adjusted according to our interest rate forecast.
| Startup |
 |
January 1989 |
| Distribution Frequency |
|
Income - quarterly
Capital gains - annually |
| Management fee |
|
0.95%1 |
| RRSP Eligible |
|
Yes |
1McLean Budden assumes responsibility for the payment of all administrative expenses.
Fund Managers
Asset Mix Team along with our Equity and Fixed Income Teams
Features of the Fund
- Stability and income through a broad diversity of equity and fixed income securities
- Automatic reinvestment of annual net income and realized capital gains distribution
Volatility Profile
The Fund is suitable for clients with a moderate risk tolerance and those with a mid-term investment time horizon. The Fund is an ideal core holding.
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