Diversification through managed products

1 July, 2013

Filed Under: Investment Services

“It is not whether you are right or wrong that is important, but how much money you make when you are right and how much you lose when you are wrong” - George Soros

Many of you have noticed our use of managed (wrap) products in your portfolio. This diversified product wraps many underlying mutual funds into one investment and focuses on an effective asset allocation approach to help mitigate downside risk. It combines fundamental research with theoretical and practical knowledge about how stocks, bonds, and cash interact with each other to develop six different diversified portfolios suited to investors of any risk profile. They can also be used as the defensive ‘core’ of a portfolio, with a small percentage of assets outside being used in a tactical manner to drive additional returns. Benefits include: 

  • Rebalanced on a regular basis to maintain a strict asset allocation mix as set by a professional asset allocation team
  • Regional diversification with equity and bonds in Canada, the US, and internationally
  • Various risk profiles to suit all investors
  • Corporate Class and T-SWP options available for maximum tax efficiency