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  • Canadian Equity
  • Foreign Equity
  • Fixed Income
  • Long Duration Fixed Income
  • Balanced
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balanced

Overview

Balanced funds managed on a discretionary basis will have an equity bias over the long run with a neutral target mix of 60% stocks and 40% bonds. Equities can have a maximum weighting of 70% and a minimum weighting of 45%. Balanced portfolios benefit from the insights of Lincludens entire team of investment professionals.

Investment Process

Lincluden's valuation and portfolio structuring process incorporates a top-down approach to determine asset mix, and a "bottom-up" process to individual security selection. Our methodology factors in the fundamental long-term earning power of corporations, long-term interest rates and the dynamics of rapid asset re-pricing. The process is not designed to generate frequent changes in asset mix but rather to indicate when asset classes are significantly mispriced.