The target asset allocation is 40% fixed income
and 60% equities.
Portfolio Objectives
To provide a reasonable balance between growth and income-oriented investments, with a slight bias towards growth funds. The portfolio invests in other mutual funds.
For specific details concerning the fund's investment
strategies, please consult the AEGON
Fund Management imaxxFunds Simplified Prospectus.
For Investors Seeking
- Long-term capital growth and current income.
Risk
Fund Manager:
AEGON Fund Management Inc.
Portfolio Manager:
AEGON Capital Management Inc.
Portfolio of Underlying Funds
|
Current Underlying Fund
|
Target Allocation
|
|
AGF Canadian High Yield Bond
|
3%
|
|
AGF Emerging Markets
|
3%
|
|
AGF Global Equity
|
5%
|
|
AGF Global Government Bond
|
3%
|
|
Brandes Emerging Markets
|
3%
|
|
CI Can-Am Small-Cap Corporate Class
|
3%
|
|
CI Global Small Companies
|
3%
|
|
CI Harbour
|
8%
|
|
CI Signature High Income
|
6%
|
|
Dynamic Global Dividend Value
|
3%
|
|
Fidelity Canadian Bond
|
6%
|
|
Fidelity Canadian Disciplined Equity®
|
8%
|
|
Fidelity NorthStar®
|
7%
|
|
imaxx Canadian Bond
|
10%
|
|
Mackenzie Cundill Value
|
7%
|
|
Mutual Discovery
|
5%
|
|
TD Canadian Bond
|
12%
|
|
TD Dividend Growth
|
5%
|
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.
|
