Core Balanced Growth Plus (PSG)

What's the strategy?

Core Balanced Growth Plus (PSG) is a fund of funds, holding underlying funds that invest in asset classes including Canadian fixed income and Canadian and foreign equity.

It is constructed to provide significant growth potential with an effective income counterbalance. The strategy has a preference for large cap stocks in the equity allocation, and an allocation to a diversified fixed income fund.

Why invest in this portfolio strategy?

Ideal for investors seeking a diversified portfolio with more equity than fixed income.

The strategy provides diversification through exposure to multiple asset classes in domestic and foreign markets and multiple active managers.

Investors benefit from the active management of some of the underlying fund managers. The strategy also invests in index tracking funds. Investors further benefit from automatic rebalancing, ensuring the asset mix stays close to the desired asset mix.

The Global Multi-Asset Strategy team manages this asset allocation portfolio strategy and leverages the broad skill set of the multi-disciplinary team. Learn more about the Global Multi-Asset Strategy team's investment philosophy and strategy.

Portfolio attributes and rates of return reflect the portfolio strategy used by the London Life segregated fund shelf.

There is no guarantee that investment objectives, or risk or return targets discussed in this material will be achieved. No part of this material may be reproduced or redistributed in any form without express written permission of GLC Asset Management Group Ltd.  The data provided is for information purposes only. This material is not intended to be read in isolation and may not provide a full explanation of all the topics that are presented and discussed. Information contained in this material has been obtained from sources believed to be reliable, but its accuracy is not guaranteed.  Furthermore, there can be no assurance that any trends described in this material will continue or that forecasts will occur; economic and market conditions change frequently. This material should not be considered a recommendation or offer to purchase or sell any particular investment.