Investment Objective and Strategy
This fund’s objective is to generate a high level of monthly distributions with moderate volatility by investing primarily in a portfolio of trust units, equity securities and fixed income securities.
These are the strategies the portfolio manager uses to try to achieve the fund’s objective:
• investing in trust units, such as royalty trust units and real estate investment trusts from various sectors of the economy
• may also invest in common equities, typically demonstrating large market capitalizations and above average dividend yields
• may invest in fixed income securities, primarily consisting of Canadian government and corporate issues of any maturity or credit rating.