The target asset allocation is 25% fixed income and 75% equities.
Portfolio Objectives
To provide long-term capital appreciation through a diversified portfolio of investments in primarily growth-oriented funds, but income oriented funds are of some importance. 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 growth potential.
Risk
Fund Manager:
AEGON Fund Management Inc.
Portfolio Manager:
AEGON Capital Management Inc.
Portfolio of Underlying Funds
|
Current Underlying Fund
|
Target Allocation
|
|
TD Canadian Bond Fund
|
10%
|
|
Trimark Canadian Bond Fund
|
10%
|
|
CI Signature High Income Fund
|
5%
|
|
Mackenzie Cundill Canadian Security Fund
|
5%
|
|
Fidelity True North® Fund
|
10%
|
|
TD Dividend Growth Fund
|
5%
|
|
CI Can-Am Small Cap Fund
|
5%
|
|
CI Value Trust Fund
|
5%
|
|
Brandes U.S. Small Cap Fund
|
5%
|
|
Fidelity NorthStar® Fund
|
7%
|
|
AGF International Stock Class Fund
|
5%
|
|
Mackenzie Cundill Value Fund
|
8%
|
|
AGF International Value Fund
|
5%
|
|
CI American Managers Fund
|
10%
|
|
Brandes Emerging Markets Fund
|
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.
|
