Fund Objectives
This Fund seeks to maximize long term total return by investing in a mix of fixed income and equity securities, investment trust units and money market instruments issued in Canada and around the world. The Fund may also invest in high yield securities.
How it Works
The Fund invests in fixed income and equity securities. It will also invest in investment trust units, such as real estate investment trusts (REITs), royalty and other trust units. When building the fixed income component of the portfolio, the portfolio manager will:
- Follow a fundamental, bottom-up approach to selecting and purchasing fixed income securities
- Focus on credit quality, duration (term to maturity), and liquidity
For specific details concerning the fund's investment strategies, please consult the AEGON Fund Management imaxxFunds Simplified Prospectus.
For Investors Seeking
- Returns from both income and capital growth.
- A long-term investment.
Risk
The Fund Manages Risk Through
- Credit quality management.
- Liquidity management.
- Duration (term to maturity) management.
The Managers
Fund Manager:
AEGON Fund Management Inc.
Portfolio Manager:
AEGON Capital Management Inc.
Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The performance of mutual fund investments will fluctuate and may be positive or negative, as reported by its rate of return. The rate of return for any mutual fund cannot be guaranteed. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the imaxxFunds Simplified Prospectus before investing.
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