imaxx TOP Conservative Portfolio

 

TOP Conservative Portfolio




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

  • Moderate

Fund Manager:
AEGON Fund Management Inc.

Portfolio Manager:
AEGON Capital Manager.

Portfolio of Underlying Funds

Current Underlying Fund

Target Allocation

AGF Canadian High Yield Bond

 4%

AGF Emerging Markets

 3%

AGF Global Government Bond

 4%

AGF Global Equity

 3%

CI Global Small Companies

 3%

CI Harbour

 5%

CI Signature High Income

 8%

Dynamic Global Dividend Value

3%

Fidelity Canadian Bond

10%

Fidelity NorthStar®

 5%

Fidelity Canadian Disciplined Equity®

 5%

imaxx Canadian Bond

14%

Mackenzie Cundill Value

 5%

Mutual Discovery

 3%

TD Canadian Bond

20%

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.


This Web site does not constitute a solicitation or offer to purchase or sell any securities.
Funds are currently qualified for sale in the provinces of Canada.