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MB Balanced Value Fund

Objective

The Fund aims to provide investors with a superior real rate of return through both capital appreciation and income by investing in a diversified portfolio of Canadian and global (U.S. and international) equities, fixed income and cash investments.

The stocks are chosen for their potential value. This means that stocks chosen are considered to be undervalued in relation to their historical price, industry competitors and/or the overall market.

The Fund’s fixed income component will primarily invest in high quality debt. Returns in excess of income will be gained through active duration, yield curve and sector management.

MFS McLean Budden adjusts the Fund\'s asset mix percentages periodically to take advantage of market opportunities, but stays within the following ranges: stocks 54 to 66%, fixed income 25 to 45% and cash 0 to 15%.
 

Fund Managers

MFS McLean Budden Asset Mix, Canadian Equity Value, Global Equity Value and Fixed Income Teams
 

Volatility Profile

The MB Balanced Value Fund is suitable for clients with a moderate risk tolerance and a medium to longer-term investment time horizon.

As the Fund invests in a broad array of assets (stocks, bonds and cash), it is less risky than an investment in a single asset class. However, the Fund will increase or decrease in value based on the market value of the assets it holds.

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