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Tactical Monthly Income Strategy CONTACT US

  • Multiple asset classes
  • Tactically managed
  • High monthly income

Investment Objective

The Tactical Monthly Income Strategy invests in a diversified portfolio of global equity and fixed income securities to provide investors regular monthly distributions by focusing on a portfolio of income-generating securities with potential for modest capital growth. The objective of this strategy is to manage risk while achieving above average long-term returns. 

Strategy

The portfolio will be managed in accordance to the McLean & Partners investment philosophy and research process. Individual securities will be included in the portfolio based on their merits. Asset allocation and capital allocation decisions will be based on the macro views of our research team, and the risk/reward characteristics of each security. 

Ongoing risk management will be achieved by adjusting the cash levels in the portfolio, and active hedging strategies may be employed to reduce volatility, limit downside risk, and enhance the portfolio's yield. 

The result will be a portfolio incorporating up to eight distinct asset classes, utilizing the collective efforts of our entire research team, and adapting to changing market conditions without jeopardizing the strategy's number one priority - attractive and reliable income. 


ASSET ALLOCATION

SECTOR


TOP 10 HOLDINGS

  1. Timbercreek Financial (Canada)
  2. Bank of Nova Scotia (Canada)
  3. Pembina Pipeline (Canada)
  4. TransCanada (Canada) 
  5. BCE Inc Preferred Share Series Y
  1. Vodafone Group PLC New (U.K.)
  2. Alibaba Mandatory Exchangeable Units 5.75% 1-Jun-19
  3. Citigroup (U.S.)
  4. Canadian Western Bank 6.25% Preferred Series 7
  5. Summit Industrial Income REIT (Canada)

Data as of March, 2017

PORTFOLIO INFORMATION

Current Yield: 3.7%
Distribution: Monthly 
Legal structure: Open-end investment fund
Unit Pricing: CDN $    
Auditor: KPMG
Trustee: CIBC Mellon Trust Company
Legal: Borden Ladner Gervais LLP

If you are interested in learning more about this strategy, please contact Scott Coleman at (403) 234-6112 or scoleman@mcleanpartners.com.

Disclaimer: McLean & Partners provides independent research and advice to its clients on a fee for service basis. The company is not engaged in any investment banking, underwriting, consulting or financial services activities on behalf of any companies. McLean & Partners’ research reports are for the sole purpose of managing client portfolios on a managed and non-managed basis. The opinions expressed herein are those of the author and do not necessarily represent those of McLean & Partners Wealth Management Ltd. The information contained in this report has been obtained from sources believed to be reliable, however, we cannot represent that it is accurate or complete. McLean & Partners Wealth Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.


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