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The target asset allocation is 60% fixed income and 40% equities.
Portfolio Objectives
To earn a reasonable level of income, while also providing the opportunity for moderate long term capital appreciation through investment in a diversified portfolio of fixed income and equity based mutual funds.
For specific details concerning the fund's investment
strategies, please consult the AEGON
Fund Management imaxxFunds Simplified Prospectus.
For Investors Seeking
- A combination of income and long-term growth.
- A short to mid-term investment time horizon.
Risk
Fund Manager:
AEGON Fund Management Inc.
Portfolio Manager:
AEGON Capital Manager.
Portfolio of Underlying Funds
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Current Underlying Fund
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Target Allocation
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Fidelity Canadian Bond
Fund
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10%
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Trimark Canadian Bond Fund
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15%
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Mackenzie Cundill Canadian Security Fund
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5%
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TD Short Term Bond Fund
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5%
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AGF Global Government Bond Fund
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6%
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CI Signature High Income Fund
|
9%
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Mackenzie Cundill Value Fund
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5%
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Fidelity True North® Fund
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10%
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Fidelity NorthStar® Fund
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5%
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CI Value Trust Fund
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5%
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TD Canadian Bond Fund
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15%
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AGF International Stock Class
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5%
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CI American Managers Fund
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5%
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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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