Strategies

The Long term bond - yield+ fund is comparable to the FTSE Canada long term bond index. The portfolio's duration is similar to this benchmark, but with different sector weightings.

This fund is managed with a strong focus on maximizing yield to maturity through the use of derivatives in an overlay portfolio, primarily aiming to take advantage of market anomalies in bond securities. 

Optimum fund based on six types of analysis

• Fundamental analysis
• Technical analysis
• Market sentiment analysis
• Seasonality analysis
• ESG analysis
• Multi asset class analysis

Fund highlights

• Fund with ongoing risk management created in 2006
• Developed with exclusive cutting-edge technology incorporating qualitative and quantitative filters
• Objective to generate an information ratio greater than 0.50 (high potential for outperformance)