facts Balanced Fund - csspen.com

facts Balanced FundInvestment ObjectivesThe investment objective of the Balanced fund is to provide long-term growth with moderate short-term volatility through asset class StrategyThe Balanced fund portfolio is currently in the process of transitioning from 60% equities (stocks), and 40% domestic fixed income investments (bonds) to a portfolio of 55% equities, 35% fixed income and 10% real estate investments. This transition is expected to take approximately three years. The fund is broadly diversified by asset class, manager and market. Active managers are used in those markets where historical returns suggest favourable results. (Foreign investments are partially hedged to the Canadian dollar to reduce volatility caused by currency movements.)

facts Balanced Fund Investment Objectives The investment objective of the Balanced Fund is to provide long-term growth with moderate short-term volatility through asset class diversification.

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