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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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AGF Canadian High Yield Bond
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4%
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AGF Emerging Markets
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3%
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AGF Global Government Bond
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4%
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AGF Global Equity
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3%
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CI Global Small Companies
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3%
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CI Harbour
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5%
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CI Signature High Income
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8%
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Dynamic Global Dividend Value
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3%
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Fidelity Canadian Bond
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10%
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Fidelity NorthStar®
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5%
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Fidelity Canadian Disciplined Equity®
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5%
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imaxx Canadian Bond
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14%
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Mackenzie Cundill Value
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5%
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Mutual Discovery
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3%
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TD Canadian Bond
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20%
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TD Dividend Growth
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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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