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MB LifePlan™ Income Fund

Objective

The Fund aims to provide a conservative total return with lower than average volatility through emphasis on fixed income investments. The Fund also invests in a diversified portfolio of equities, Canadian and global (U.S. and international), to achieve modest capital appreciation.

Stocks chosen are considered to be either undervalued in relation to their historical price, industry competitors and/or the overall market, or have prospects for above average earnings growth.

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 30 to 40%, fixed income 45 to 75% and cash 0 to 15%. 
 

Fund Managers

MFS McLean Budden Asset Mix, Canadian Equity (Core), Global Equity (Core) and Fixed Income Teams

Volatility Profile

The MB LifePlan® Income Fund is suitable for clients with lower risk tolerance and those with a shorter investment 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. Additionally, the Fund primarily invests in bonds to reduce volatility. However, the Fund will increase or decrease in value based on the market value of the assets it holds.

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