What’s the strategy?
The North American Balanced (GLC) portfolio strategy focuses on a diversified portfolio of North American equities, complemented by solid exposure to a diversified core bond portfolio. 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 overall asset mix is actively managed, as are the underlying securities. The long-term target exposure is 55% equities and 45% bonds and short-term investments, with maximum equity exposure of 65%.
Why invest in this portfolio strategy?
The North American Balanced (GLC) portfolio strategy provides investors with a North-American-focused balanced fund, with exposure to attractive growth equities, supplemented by broad exposure to the Canadian bond market.
Active management of both the underlying portfolio components and the asset mix 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 London 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 45% FTSE Universe, 35% S&P/TSX Composite, 20% S&P 500 (effective February 23, 2016). Previously the composite benchmark was 50% FTSE TMX Universe, 35% S&P/TSX Composite, 15% S&P 500.