Description

This actively managed investment vehicle primarily targets Canadian preferred shares. Its manager employs a blend of fundamental and credit analysis to identify preferred shares considered undervalued. The fund's active approach permits allocating up to 10% of its capital, at the point of acquisition, to diverse income-producing assets. To achieve its investment goals and mitigate specific risks, the advisor has the discretion to allocate a small fraction of the portfolio to exchange-traded funds (ETFs), U.S. dollar-denominated equities, and derivatives. There is no predetermined maturity target for the fund's underlying components.