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MB LifePlan Target Date Funds

The MB LifePlan^® Target Date Funds are the newer of the 2 series and were launched in 2005. They consist of a series of nine funds designed by McLean Budden to meet the needs of defined contribution plan sponsors and ultimately, the individual plan member.

The key to the success of these funds is that each fund changes its benchmark asset mix every quarter by selling equities and buying bonds. In effect, each fund gets progressively more conservative, or less ‘risky’, as it approaches the retirement date.

All nine funds integrate the same Canadian equity, global equity, bond and money market portfolios. The only difference between the funds is the amount of each asset class that they hold.

While each of the MB LifePlan^® Retirement Funds has a distinct benchmark allocation, the asset classes may be overweighted or underweighted relative to the benchmark to take advantage of short-term opportunities. McLean Budden makes moderate asset mix shifts and operates within defined ranges around the benchmark weights established for each Fund.

Click here to download a pdf version of this graph.

The following target date funds are available through McLean Budden:

• MB LifePlan^® Retirement 2015
• MB LifePlan^® Retirement 2020
• MB LifePlan^® Retirement 2025
• MB LifePlan^® Retirement 2030
• MB LifePlan^® Retirement 2035
• MB LifePlan^® Retirement 2040
• MB LifePlan^® Retirement 2045
• MB LifePlan^® Retirement 2050
• MB LifePlan^® Retiree
   

Each fund utilizes the following underlying pooled funds:

• MB Canadian Equity Fund
• MB Global Equity Core Fund
• MB Fixed Income Fund
• MB Money Market Fund

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