NCM Balanced Income Portfolio

  • Mutual Fund Trust
  • F Series
  • CDN$

About the Fund

A global neutral balanced fund that aims to provide investors with a balance of income and long-term growth

  • Current Price

    Dec 15, 2018

  • $23.81

    ($0.16) (-0.69%)

Investment Managers

Fund Traits

  1. A global neutral balanced fund that balances long-term growth and stable income

  2. A multi-asset model that tactically blends several unique investment mandates

  3. Provides investors with geographic and sector diversification beyond the Canadian market

Portfolio Allocation (%)

As of Oct 1, 2018
  • Holding%
  • International Equity4.0
  • Global Equity26.0
  • Canadian Large Cap Equity15.0
  • Canadian Small Cap Equity2.0
  • Fixed Income42.0
  • Global Infrastructure6.0
  • Global Real Estate6.0
Disclaimer

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.