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investment products
Lincluden Investment Management manages assets for a variety of institutions including pension funds, insurance companies, foundations, endowments and long-term health and disability funds.
| Product Name | Description |
|---|---|
| Canadian Equity | A focused Canadian equity portfolio that utilizes a bottom-up, value-based approach to security selection and portfolio construction. |
| Foreign Equity | A focused global equity portfolio that utilizes a bottom-up, value-based approach to security selection and portfolio construction. |
| Fixed Income | Using a value-based approach, Lincluden fixed income portfolios are structured to achieve the most efficient combination of duration, credit, yield curve and foreign exposure from a long-term, risk-reward perspective. |
| Long Duration Fixed Income | Using a value-based approach, Lincluden long duration, fixed income portfolios are structured to achieve the most efficient combination of duration, credit, yield curve and foreign exposure from a long-term, risk-reward perspective. |
| Balanced | 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 Lincluden’s entire team of investment professionals. |
| Product Name | Description |
|---|---|
| Balanced Fund | The investment objective of the Fund is to generate both capital appreciation (growth) and income, while maintaining a relatively low level of risk. To achieve its objectives, the Fund invests in a diverse portfolio of stocks, government and corporate bonds, and short-term instruments such as Government of Canada treasury bills. |
