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Global Balanced Strategy CONTACT US

  • Global equity exposure
  • Bonds and preferred shares
  • Quarterly income

Investment Objective

The Global Balanced Strategy takes a “pool of pools” approach. It holds varying weights of the Diversified Fixed Income Pool, the International Pool, the Canadian Dividend Growth Pool, and the U.S. Dividend Growth Pool. The objective of the strategy is to manage portfolio risk while achieving above average long-term returns through a combination of capital growth, dividend, and interest income.

Strategy

The strategy will consist of an optimized blend of McLean & Partners’ four investment strategies: M&P Diversified Fixed Income, M&P Canadian Dividend Growth, M&P U.S. Dividend Growth, and M&P International Equity. The risks associated with pursuing the investment objectives will be mitigated through sector diversification and limitations on position size within each of the included Private Pools.

Performance

Strategy  YTD  1 Year* 2 Year* 3 Year* 4 Year* 5 Year* SI
M&P Global Balanced
January 2008
12.46% 12.46% 10.05% 8.52% 7.83% 8.90% 4.58%
Benchmark
20% S&P 500, 20% ACWI ex US, 20% TSX, 27% FTSE bond, 8% S&P/TSX Preferred, 5% FTSE T-Bill
10.01% 10.01% 8.34% 7.00% 7.87% 9.15% 5.55%

Ending December 31, 2017       *Annualized Performance       Source: CIBC Mellon       
Gross of Fees and Expenses   


 ASSET ALLOCATION

SECTOR (ONLY EQUITY PORTION)


TOP 10 HOLDINGS

  1. M&P Diversified Fixed Income Pool 
  2. M&P International Equity Pool 
  3. M&P Canadian Dividend Growth Pool
  4. M&P U.S. Dividend Growth Pool

Data as of December, 2017

PORTFOLIO INFORMATION

Current Yield: 2.7%
Distribution: Quarterly 
Legal structure: Open-end investment fund
Unit Pricing: CDN $    
Auditor: KPMG
Trustee: CIBC Mellon Trust Company
Legal: Borden Ladner Gervais LLP

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