What's the strategy?
Core Balanced (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 a strong 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.
A member of the Portfolio Solutions team since 2011, Susan is responsible for the entire team and oversees portfolio management of the asset allocation portfolios, including independent screening, selection, due diligence and monitoring of each investment manager and underlying fund component.
Susan joined the Laketon team in 1996, where she held progressively senior roles, most notably co-lead manager for the Canadian Growth equity mandate. Susan also has experience managing U.S. equity mandates and working as a global equity analyst.
Susan holds an honours bachelor of commerce degree from Queen's University and is a CFA charterholder.
Brandon is co-manager of PSG’s asset allocation portfolio strategies. He is also responsible for independent screening, selection, due diligence and monitoring of each investment manager and underlying fund component. Brandon has been with the PSG team since 2011. He was previously an Assistant Portfolio Analysis Manager with the Great-West Life group of companies. He also worked as a product analyst for Quadrus Investment Services, where he played a key role in creating and implementing the product due diligence process.
Brandon holds an honours bachelor of business administration degree from Brock University and is a CFA charterholder.
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.