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CC&L Select Diversified Income 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 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.

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 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 $16.25 million
All data as at: Dec 07, 2018
Asset Mix
% of Portfolio
Fixed Income 51.17%
Global Equity 28.02%
Canadian Equity 20.81%
Cash & Equiv. 0.00%

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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