Investment Products | Lincluden

By: Lincluden  09-12-2011

Lincluden Investment Management manages assets for a variety of institutions including pension funds, insurance companies, foundations, endowments and long-term health and disability funds.

Institutional Products
Product Name Description
A focused Canadian equity portfolio that utilizes a bottom-up, value-based approach to security selection and portfolio construction.
A focused global equity portfolio that utilizes a bottom-up, value-based approach to security selection and portfolio construction.
Using a value-based approach, Lincluden fixed income portfolios are structured to achieve the most efficient combination of duration, credit, yield curve and foreign exposure from a long-term, risk-reward perspective.
Using a value-based approach, Lincluden long duration, fixed income portfolios are structured to achieve the most efficient combination of duration, credit, yield curve and foreign exposure from a long-term, risk-reward perspective.
Balanced funds managed on a discretionary basis will have an equity bias over the long run with a neutral target mix of 60% stocks and 40% bonds. Equities can have a maximum weighting of 70% and a minimum weighting of 45%. Balanced portfolios benefit from the insights of Lincluden’s entire team of investment professionals.
Mutual Fund Product
Product Name Description
The investment objective of the Fund is to generate both capital appreciation (growth) and income, while maintaining a relatively low level of risk. To achieve its objectives, the Fund invests in a diverse portfolio of stocks, government and corporate bonds, and short-term instruments such as Government of Canada treasury bills.