investment products
Lincluden Investment Management manages assets for a variety of institutions including
pension funds, insurance companies, foundations, endowments, first nation trusts and
long-term health and disability funds.
Institutional
Fixed Income Products
| Product Name |
Description |
|
Bonds |
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. |
|
Money Market |
The investment objective of the money market strategy seeks to earn a competitive short-term rate of
return while providing a high degree of safety and liquidity by investing in a diversified and liquid portfolio
of high quality money market instruments. |
|
Short Mid Bonds |
Using a value-based approach, Lincluden short mid 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 Bonds |
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 Products
| Product Name |
Description |
|
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 Lincludens entire team of
investment professionals. |
|
Income Plus |
A combination of primarily our focused Canadian dividend (income) equity strategy and our short
mid fixed income strategy to provide consistent income and moderate long-term capital appreciation. |
Canadian Equity Products
| Product Name |
Description |
|
Canadian Equity |
A focused Canadian equity portfolio that utilizes a bottom-up, value-based approach to security
selection and portfolio construction. |
|
Stable Income Equity |
A focused Canadian dividend (income) equity portfolio that utilizes a bottom-up, value-based approach
to security selection and portfolio construction. |
|
Canadian Small Mid Cap Equity |
A focused small cap Canadian equity portfolio that utilizes a bottom-up, value-based approach to
security selection and portfolio construction. |
Foreign Equity Products
| Product Name |
Description |
|
U.S. Equity |
A focused U.S. equity portfolio that utilizes a bottom-up, value-based approach to
security selection and portfolio construction. |
|
International Equity |
A focused International equity portfolio that utilizes a bottom-up, value-based approach
to security selection and portfolio construction. |
|
Global Equity |
A focused Global equity portfolio that utilizes a bottom-up, value-based approach to
security selection and portfolio construction. |
|
Canadian & Global Equity |
A focused Canadian and Global equity portfolio that utilizes a bottom-up, value-based
approach to security selection and portfolio construction. |
Mutual Fund
Mutual Fund Product
| 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. |
