Bond ETF Portfolio
The Bond ETF Portfolio aims to provide consistent income combined with a modest level of capital preservation. The Portfolio will invest solely in Canadian dollar denominated Fixed Income ETF’s listed on the Toronto Stock Exchange. To qualify, an ETF must not utilize leverage and must hold the underlying securities of its benchmarked index.
The Portfolio may invest in up to 10 ETFs chosen from a large diversified pool of Global Fixed Income assets. Emphasis is placed on ETFs exhibiting positive relative strength, proper diversification, and attractive fundaments.
Our portfolio management process is primarily market and price driven, in that securities within the portfolio are held as long as the market demand is deemed sufficiently positive.
Click the links below for a detailed Investment Summary or to access the past and present Quarterly Reports.
For further details please contact us for a copy of the Investment Policy Statement for a detailed list of the portfolio’s investment constraints and asset allocation guidelines.