What’s the strategy?
The Balanced (GLC) portfolio strategy invests in Canadian, U.S. and international equities, and Canadian bonds and short-term investments. This highly diversified and balanced portfolio focuses on value-style equities to capture capital appreciation opportunities with an eye to mitigating volatility.
The Global Multi-Asset Strategy team leverages the broad skill set of a multi-disciplinary team to make tactical and strategic moves within asset classes and regional exposures of the portfolio. The portfolio managers identify current risks and opportunities within each asset class, as well as macro trends in economic and market cycles to guide the longer term asset mix positioning.
The long-term target asset mix and asset mix ranges of the portfolio are:
- 60% domestic and foreign equities (with an ability to move 10% over or under the target)
- 40% Canadian fixed income securities (with an ability to move 10% over or under the target)
Each underlying component of this portfolio is actively managed by the experienced and proven investment professionals within GLC’s respective investment divisions, and the specific expertise of external managers is leveraged for the portfolio’s global exposure.
Why invest in this portfolio strategy?
The Balanced (GLC) portfolio strategy is designed to capture additional return opportunities through value-oriented global and domestic equity exposure with a complement of fixed income investments to help mitigate volatility.
Active management of the underlying portfolio components offer additional opportunity for strong investment results.
Data for institutional investors
Benchmark sources: Copyright®, FTSE is a trade mark of FTSE International Ltd and is used under license. Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”); and TSX® is a registered trademark of TSX. Copyright®, MSCI Inc.
Portfolio attributes and rates of return reflect the portfolio strategy used by the Canada Life segregated fund shelf.
Past performance is no guarantee of future results.
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.
Composite benchmark is 35% FTSE Universe, 35% S&P/TSX Composite, 12.5% S&P 500 Value, 12.5% MSCI International EAFE, 5% FTSE 91 Day T-Bill (effective May 1, 2017). Previously the composite benchmark was 35% FTSE Universe, 35% S&P/TSX Composite, 12.5% S&P 500, 12.5% MSCI International EAFE, 5% FTSE 91 Day T-Bill.