The CC&L Balanced Portfolio seeks to generate modest growth of capital while utilizing fixed income investments to stabilize returns. The Portfolio is broadly diversified across different types of equity and fixed income securities.

This portfolio should be considered by investors who:

want a diversified, balanced portfolio of equity and fixed income securities are willing to accept moderate risk are investing over the medium term are willing to accept some fluctuations in value over the short to medium term

For full portfolio details, click here to download the Portfolio Profile.