Investment Approach

Proceeds from the issuance of Class B Shares are invested in the securities of the CC&L Balanced Portfolio (the “Balanced Portfolio”), an open-end trust offered by Connor Clark & Lunn Managed Portfolios Inc. The Balanced Portfolio seeks to generate modest growth of capital while utilizing fixed income investments to stabilize returns. The Balanced Portfolio is broadly diversified across different types of equity and fixed income securities. Equity securities are employed to provide capital growth while fixed income investments limit year to year variability of returns.

Please click here to visit the Managed Portfolios' website for more information about the CC&L Balanced Growth Portfolio.