Investment and Retirement
New and innovative income fund options from SSQ
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The new Guardian monthly income funds are designed to generate attractive income and growth using a combination of strategic and tactical approaches.
The investment strategies underpinning the funds use strategic asset allocation to provide relatively stable income and growth in the most conservative way possible. However, because market conditions have a tendency to change, the ASTRA Guardian monthly income funds also use a tactical approach that allows the manager to take advantage of market opportunities as they arise.
This allows the manager to:
- Employ tactical shifts between fixed income funds
- Allocate a higher or lower proportion to Canadian and global equities
- Tilt exposures to small/mid cap Canadian equity funds relative to large cap or dividend-paying funds
To generate income and growth, a significant portion of the portfolio is invested in high-yield bonds, fixed-income securities, and dividend-paying equities. The result offers a winning combination of steady income and long-term growth!