What's the strategy?
Core Conservative Growth (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 strong income, modest growth opportunity, and very low volatility. The strategy has some consideration to inflation protection, an allocation to a diversified fixed income fund, and a preference for large cap stocks in the equity allocation.
Why invest in this portfolio strategy?
Ideal for investors seeking a primarily fixed income portfolio with some equity exposure.
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.
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.