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Build a better portfolio

CC&L Core Income and Growth Fund

Objective:

  • Cash Flow: Provide attractive and sustainable, tax-efficient yield
  • Capital Preservation: Deliver downside protection to volatile markets
  • Growth: Strive to grow capital to outpace inflation

Unique Attributes:

  • Tactical, active approach to take advantage of the shifting environment
  • Deep and experienced investment team covers the entire Canadian market
  • All-Cap approach to investment research identifies "under the radar" opportunities
  • Flexibility to pursue best ideas for attractive and sustainable yield; not benchmark-constrained
  • Concentrated, high conviction portfolio

Distributions:

  • Target:  5% annually
  • Frequency:  monthly

Portfolio Managers:

  • Steve Vertes, CFA
  • Brian Eby, CFA, MBA
Quick Facts
AUM $137.41 million
Inception Date
June 4, 2012
Fund Category
Tactical Balanced
Fund Code (A|F)
CCL 550 | CCL 551
Management Fee (A|F)
1.90% | 0.90%
MER (A|F)
2.28% | 1.21%
Risk Level
Low to Medium
Minimum Investment
$5,000
Subsequent Investment
$500
Systematic Purchase
$100

AUM data above is updated daily on all days that markets are open.

Contact Us

Toronto

1-888-824-3120

Montreal

514-490-2787

Calgary

403-909-8446

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