Performance
Growth of $10,000
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Portfolio Region (%) As at undefined
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Fixed Income Rating (%) As at undefined
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Kipling Strategic Income Fund
Kipling Strategic Income is a fixed income 130/30 alternative fund. This structure enables the fund to seek yield, pursue returns and manage risk.
This fund provides a steady stream of income through fixed income investing. It focuses on capital preservation while mitigating risk exposure from both an interest rate risk and credit risk perspective.
Available to accredited investors only. Ask your financial advisor for further information.
Chris Bolton, CFA
Investment Management
During his many years as an investment research analyst, Mr. Bolton has paid special attention to fixed income, income trusts, dividend-paying stocks and the energy sector. He earned his Chartered Financial Analyst designation in 2003 and, prior to that, graduated top of his class at the University of Alberta.
Fund Benefits
Higher income potential
The enhanced structure gives the portfolio manager more ways to drive returns.
More opportunities
Portfolio can include high yield, commercial paper, preferred shares and debentures.
Broad diversification
The portfolio is broadly diversified by sector, issuer and maturity.
Risk Rating
Disclaimer
Except where indicated otherwise, M Series, net of fees, *annualized.
The cumulative return shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the investment fund or returns on investment in the investment fund. The Kipling Funds are only available for sale to investors who meet the definition of “accredited investor” as set forth in National Instrument 45-106 Prospectus and Registration Exemptions, or non-individuals who will be investing a minimum of $150,000. Please contact us or consult the offering documents to determine your qualification status. Investors should take note that certain statements in this report about a fund or strategy, including expected future performance, are forward-looking. Statements that look forward in time or include anything other than historical information are subject to risks and uncertainties, and actual results, actions or events could differ materially from those set forth in the forward-looking statements. Although the forward-looking statements contained herein are based upon what the portfolio manager believes are reasonable assumptions, the portfolio manager cannot assure that actual results will be consistent with these forward-looking statements. Due to ongoing portfolio transactions, the positions discussed in this communication may no longer be held in the Fund.