Tax Efficient Inflation Protection

Strategy Overview

Investment approach

The Tax Efficient Inflation Protection Strategy is an actively managed tax efficient bond strategy with inflation protection overlay. The objective is to provide investors with a tax efficient alternative to Treasury Inflation-Protected Securities that is liquid, high quality, and designed to protect taxable investors’ purchasing power from inflation. This strategy generates higher tax efficient real income and we believe can help investors achieve their real return objectives.

Key Characteristics

  • Tax efficient real return objectives
  • Amplified inflation protection
  • Tax-free income
  • Investment grade
  • Liquidity


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.