commentary & reports

Lincluden Investment Management produces reports to keep institutional clients and mutual fund investors informed about the management of their investment portfolios. We discuss the larger economic and market forces impacting financial market valuations and the basis of specific portfolio strategies and security selection decisions. The most current Lincluden reports - and archived materials - are available from this web page.

Trade-Matching Statement
National Instrument 24-101 Trade Matching and Settlement (PDF)
Quarterly Materials
Lincluden Balanced Fund Quarterly Report - Current and Archive
Investment Review - Current and Archive
Volatility Expected as Markets were "Priced for Perfection" - August 20, 2007 (PDF)
Balanced Fund Materials
English
Applications - Forms (PDF)
Applications - Registered Plans (PDF)
Applications - Required Disclosures (PDF)
Financial Statements – Semi Annual (PDF)
Financial Statements – Year-End Audited (PDF)
IRC 2007 Report to Unitholders (PDF)
Key Features (PDF)
Management Report of Fund Performance – Annual (PDF)
Management Report of Fund Performance – Semi Annual (PDF)
Prospectus (PDF)
Quarterly Report (Includes summary of investment portfolio) (PDF)
Tax Receipt Mailing Schedule (PDF)
Français
États Financiers - Intermediaries (PDF)
États Financiers – Vérifié (PDF)
Prospectus Simplifié (PDF)
Rapport Annuel de la Direction sur le Rendement du Fonds (PDF)
Rapport du CEI de 2007 Aux Porteurs de Parts (PDF)
Rapport Semi-Annuel de la Direction sur le Rendement du Fonds (PDF)