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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.
Global Opportunity 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.