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
Balanced Fund Materials
English
Application Form (Lincluden Mutual Fund Dealer Inc. Clients) (PDF)
Application Form (Registered Plans - non Lincluden Mutual Fund Dealer Inc. Clients) (PDF)
Application - Disclosure - Complaint Handling Procedures (including Client Complaint Information Form) (PDF)
Application - Disclosure - Leveraging Risk (PDF)
Application - Disclosure - Relationship (PDF)
Contribution - Direction in Respect to Additional Investment (PDF)
Dealer - Fund Profile Sheet (PDF)
Financial Statements - Semi Annual (PDF)
Financial Statements - Year-End Audited (PDF)
Fund Facts - Series A Units (PDF)
Fund Facts - Series O Units (PDF)
Fund Facts - Series F Units (PDF)
Fund Facts - Series I Units (PDF)
IRC 2016 Report to Unitholders (PDF)
Key Features (PDF)
Know Your Client Information (Lincluden Mutual Fund Dealer Inc. clients) (PDF)
Management Report of Fund Performance - Annual (PDF)
Management Report of Fund Performance - Semi Annual (PDF)
Prospectus (PDF)
Quarterly Report (includes statement of portfolio investments) (PDF)
Retirement Income Fund - Declaration of Trust (PDF)
Retirement Savings Plan - Declaration of Trust (PDF)
Francais
Aperçu Du Funds - Série A Unités (PDF)
Aperçu Du Funds - Série O Unités (PDF)
Aperçu Du Funds - Série F Unités (PDF)
Aperçu Du Funds - Série I Unités (PDF)
États Financiers - Intermediaries (PDF)
États Financiers - Verifie (PDF)
Prospectus Simplifie (PDF)
Rapport Annuel de la Direction sur le Rendement du Fonds (PDF)
Rapport du CEI de 2016 Aux Porteurs de Parts (PDF)
Rapport Semi-Annuel de la Direction sur le Rendement du Fonds (PDF)