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CC&L Select Balanced Portfolio

Highlights

  • Regular portfolio monitoring and review
  • Ongoing active rebalancing
  • Monthly distribution of income
  • Eligible as an investment for registered plans
  • Series A2 and O2 units available

Objective

The investment objective of the Portfolio is to maximize long term total return, protect the capital value of the Portfolio from major market fluctuations, and provide balanced capital growth through prudent management of asset allocation and selection of investments. The Portfolio will deliver capital growth through the investment in a diversified basket of equity and fixed income securities.

Philosophy

Connor, Clark & Lunn Private Capital Ltd. has created each Select Portfolio to maintain an efficient balance between return and volatility. The asset allocation (the combination of various fixed income, equity and money market investments) is actively managed and may be periodically adjusted. By not imposing a rigid asset mix, the managers are able to take advantage of changing market conditions to better meet the Portfolio’s return and volatility objectives.

Approach

The CC&L Select Balanced Portfolio seeks to generate long-term capital growth. At times, fixed income investments are utilized to dampen expected variability. The 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 are opportunistically employed to limit overall variability of returns.

Quick Facts
Inception Date June 30, 1991
AUM $77.77 million
All data as at: Dec 12, 2018
Asset Mix
% of Portfolio
Fixed Income 46.51%
Global Equity 33.95%
Canadian Equity 19.35%
Cash & Equiv. 0.19%

Select Portfolios are available exclusively by offering memorandum. Important information, including eligibility requirements for investors, is contained in the Select Portfolios offering memorandum. Please read it carefully before investing.

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