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McLean Budden Balanced Value Fund

Objective

The Fund provides a diversified portfolio of stocks (Canadian and global), bonds and cash. The Fund is actively managed around a neutral asset mix of 60% equities and 40% fixed income. The Canadian Value component favours stocks deemed inexpensive relative to their peers or their historical valuations. Within global equities, earnings growth potential and relative value are important selection factors. The Fixed Income Team relies upon proprietary analysis and valuation models to adjust the portfolio’s commitment to high-quality bonds and short-term investments.
 

Fund Managers

MFS McLean Budden Asset Mix Team along with the MFS McLean Budden Canadian Equity Value, Global Equity and Fixed Income Teams

Features of the Fund

• Stability and income through a broad diversity of equity and fixed income securities
• Automatic reinvestment  or disbursement of quarterly net income and annual realized capital gains distributions
 

Volatility Profile

The Fund is suitable for clients with a low-to-medium risk tolerance and those with a mid-term investment time horizon. The Fund is an ideal core holding.

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