Connor, Clark & Lunn Private Capital home


Call Us
Call Us
Email Us
Email Us
Locate Us
Locate Us
Print this page
Print this page

CC&L Select Diversified Income Portfolio


  • 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


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 maintain the purchasing power of the assets through prudent diversification and selection of income oriented investments. The Portfolio will deliver a stable and growing level of income as well as some capital growth through the investment in a diversified basket of income oriented equity and fixed income securities.


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.


The CC&L Select Diversified Income Portfolio seeks to generate current income while preserving capital. The Portfolio is expected to provide modest potential for growth of capital over time with limited variability of return from year to year. The Portfolio is broadly diversified across different types of fixed income and equity securities. Equity securities are employed to offset the risk presented by inflation and to provide the potential for capital growth.

Quick Facts
Inception Date February 03, 2012
AUM $15.99 million
All data as at: Aug 23, 2019
Asset Mix
% of Portfolio
Fixed Income 52.37%
Global Equity 27.25%
Canadian Equity 20.36%
Cash & Equiv. 0.02%

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.

Connor, Clark & Lunn Financial Group home page