Fund Objectives
This Fund seeks to provide a consistent stream of monthly income and some capital appreciation by investing primarily in a portfolio of Canadian fixed-income, investment trust units, and equity investments.
How it Works
The Fund follows a fundamental, bottom-up approach
to investing with a value bias toward the selection and purchase of fixed
income securities. The Fund also invests in equity securities, investment
trusts such as real estate investment trusts (REITs), royalty and other
trust units. The focus for equity investments is on preferred shares of
growth-oriented Canadian and U.S. companies, and industry sectors that
provide the potential for superior returns.
For specific details concerning the fund's investment
strategies, please consult the AEGON
Fund Management imaxxFunds Simplified Prospectus.
For Investors Seeking
- A monthly income stream and modest capital growth.
- A medium to long-term investment.
Risk
The Fund Manages Risk Through
- Credit quality management.
- Liquidity management.
- Diversification of asset class and industry sector.
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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