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The target asset allocation is 30% fixed income and 70% equities.
Portfolio Objectives
To provide a steady flow of income, while also providing the opportunity for moderate long-term capital appreciation through investment in a diversified portfolio of 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 monthly income and modest capital growth.
- A medium term investment.
Risk
Fund Manager:
AEGON Fund Management Inc.
Portfolio Manager:
AEGON Capital Management Inc.
Portfolio of Underlying Funds
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Current Underlying Fund
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Target Allocation
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Bissett Income
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15%
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AGF Dividend Income
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15%
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CI Signature High Income
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15%
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TD Dividend Income
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15%
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TD Canadian Bond
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15%
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Mackenzie Maxxum Dividend
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10%
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Trimark Canadian Bond
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5%
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Fidelity Canadian Bond
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5%
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AGF Canadian High Yield Bond
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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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