• Reviews and Financial Statements
• Unit Values
• Performance
• Proxy Voting
• Income and Capital Gains

MB Responsible Balanced 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.
 
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.
 
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%.
 
The MB Responsible Balanced Fund is a screened version of the existing MB Balanced Fund. The screens exclude:

• Companies that derive more than 10% of their gross annual revenue from the manufacture and sale of tobacco products, alcoholic beverages, armaments, pornography, or from the provision of gaming facilities. 
• Companies with significant operations and/or suppliers that do not adhere to local employment standards, and do not address the issue.
• Companies whose negative impact on the environment is greater than the average of their peers.

For further information, please see the complete Socially Responsible Investing Brochure.

Fund Managers

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

Volatility Profile

The MB Responsible Balanced 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 (stock, 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.

Print This Page    Email This Page