McLean Budden Fixed Income Fund

Objective

The Fund aims to provide investors with high investment returns primarily through income, with reasonable safety of capital. The Fund is invested in a diversified portfolio of high quality Canadian government and corporate bonds. The average term to maturity of the bond holdings will normally be seven to twelve years (equivalent to a duration range of four to seven years).

Startup January 1989
Distribution Frequency Income - quarterly
Capital gains - annually
Management fee 0.65%1
RRSP Eligible Yes

1McLean Budden assumes responsibility for the payment of all administrative expenses.


Fund Managers

Fixed Income Team


Features of the Fund

  • Income and capital protection
  • Automatic reinvestment of annual net income and realized capital gains distribution


Volatility Profile

This Fund is suitable for conservative investors or individuals who have a medium term investment time horizon. The Fund may also be appropriate for growth oriented individuals who would like to diversify their portfolio.

McLean Budden Balanced Growth Fund
McLean Budden Balanced Value Fund
McLean Budden Canadian Equity Growth Fund
McLean Budden Canadian Equity Fund
McLean Budden Canadian Equity Value Fund
McLean Budden High Income Equity Fund
   
McLean Budden American Equity Fund
McLean Budden International Equity Fund
McLean Budden Global Equity Fund
McLean Budden Fixed Income Fund
McLean Budden Money Market Fund