Specialized Fixed Income – Canadian Universe Bond Strategy

Strategy Overview

Investment approach

Credit strategy investing in the full spectrum of the Canadian investment grade corporate universe. The strategy is focused on maximizing total return, generating yield greater than the overall Canadian bond market, and on capital preservation, through its investment in investment grade corporate bonds. We believe that investment grade corporate bonds provide higher value-added returns than government bonds, through active management and diversification opportunities. Our selection of corporate bonds is underpinned by proprietary bottom-up research, which enables us to mitigate credit risk. Our prudent, disciplined and repeatable process results in a low-volatility portfolio designed to provide consistent risk-adjusted returns over the long term.

Key Characteristics

  • Investment team with extensive experience in the full breath of the Canadian investment grade market
  • Focused corporate bond portfolio
  • Low-volatility strategy is designed to provide consistent risk-adjusted returns over the long term.
  • Long strategy track record with attractive absolute and relative perfomance


Please read the simplified prospectus before investing. The amount of risk associated with any particular investment depends largely on your own personal circumstances including your time horizon, liquidity needs, portfolio size, income, investment knowledge and attitude toward price fluctuations. Investors should consult their financial advisor before making a decision as to whether this fund is a suitable investment for them.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The rate of return or mathematical table shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the mutual fund or returns on investment in the mutual fund. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns.