Fixed Income

Fixed Income

The Fixed Income Mandate investment objectives are to provide a portfolio focused on stable capital values and regular income flows. The mandate can also add a modest amount of  equity investments to provide the opportunity for long-term growth of both capital and income.

FIXED INCOME MANDATE ASSET MIX

Type of Security                    Weighting
Cash & Cash Equivalents 0% – 20%
Canadian Fixed Income 80% – 100%
Canadian Equities 0% – 20%
US Equities 0% – 10%

 

 

 

 

 

 

 

Note:    To allow for market fluctuations, bonds and equities can temporarily fall to 10% below or rise to 10% above the weighting.

 

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