The Balanced Fund seeks to provide an ideal combination of stability and capital growth through a diversified portfolio.

The typical Balanced Fund investor is seeking growth with consistency in his or her rate of return. The investment horizon should be a minimum of two to five years.

The Portfolio Manager will allocate Fund investments among the Income, Growth and Global Pooled Funds or cash according to valuation, opportunity and control of risk. Given that asset allocation is a major component of long-term returns, the Portfolio Manager will seek the greatest risk-adjusted returns while recognizing the desire for preservation of capital.

Julie M. Brough, Vice-President
D. Christopher King, Assistant Vice-President

To request further information about this Fund, please click here.

By regulation, results cannot be published until one year after fund inception.

A blended benchmark of 40% DEX Universe Bond Index and 60% S&P/TSX Composite Index.