What's the strategy?
The Income Focus (PSG) portfolio is part of a suite of Income Allocation funds, which are ideal for investors seeking multiple sources of income-generating assets.
Each Income Allocation fund seeks to optimize the income within a well-defined risk tolerance, through dividend paying stocks, attractive yielding bonds, and other income-producing assets.
Investors can benefit from:
- the opportunity for capital appreciation from equity and fixed income components of the fund
- regional, asset manager and asset class diversification;
- strategic portfolio construction;
- specialized and active management of the underlying fund components; and
- automatic rebalancing to remain aligned with stated risk parameters
Why invest in this portfolio strategy?
The Income Allocation (PSG) funds are a suite of three income-oriented fund-of-funds aligned to well-defined risk parameters.
This fund is designed to generate a high-level of income within a low risk tolerance through underlying fund components of Canadian and foreign fixed income and equity securities.
The Income Allocation (PSG) funds are actively managed with a disciplined approach to strategic portfolio construction, a focus on effective diversification by region, asset class and asset manager, and rigorous oversight of each fund component. Attractive higher-yielding fixed income and equity investments are strategically combined to provide strong income, modest growth opportunity, and mitigate volatility. The strategy also has a consideration to inflation protection.
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.