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
Economic Commentary - Current and Archive
Balanced Fund Materials
Lincluden Balanced Fund Materials