Investment and Retirement
Guardian: An innovative solution for income-seeking investors
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We are introducing two new diversified funds, managed by Guardian Capital, that offer solutions tailored to address investor income needs. These funds have built-in the flexibility to respond to the evolving market conditions.
ASTRA Guardian Conservative Monthly Income Fund and ASTRA Guardian Monthly Income Fund will be available to investors as of June 15, 2015. Both funds were developed in partnership with Guardian Capital and offer a solution between traditional balanced funds and tactical asset allocation. A unique approach available as a segregated fund from SSQ Financial Group!
ADVANTAGES OF THE ASTRA GUARDIAN MONTHLY INCOME FUNDS
- A mix of tactical and strategic allocation
This innovative approach provides the flexibility to incorporate short to mid-term tactical positions with the discipline of a strategic asset allocation plan to stay focused on the long-term investment goal.
- Optimal diversification
In addition to the strategic asset mix made up of seven core funds, the manager can add “satellite” funds if they have better return prospects adjusted for risk.
- Income for all market scenarios
The funds use income-focused underlying funds to generate a regular and stable income in all market scenarios.
- Monthly distribution payments
The funds aim to make a monthly distribution payment of 3.0 cents per unit which may help investors reach their financial goals.
- An experienced manager
Guardian Capital has extensive expertise managing investments in Canadian and Global Equities, Income Strategies as well as Alternative Strategies and has proven its stability and performance over several market cycles.
A TRUSTED MANAGER WITH A PROVEN TRACK RECORD
Guardian Capital manages over $25 billion in equity, fixed income and alternative mandates, both globally and domestically. Experience and sound judgement are important elements in portfolio management. For over 50 years, clients have entrusted Guardian Capital with providing stewardship over their investments. Guardian’s reputation is built on experience, conviction and a stable investment team with a team based, disciplined research and investment process.
Click here for more details about the new Guardian funds.
Click here to see how these two new funds fit within our balanced funds family.