Fund Objective definition
Examples of Fund Objective in a sentence
Information Folder SunWise Essential CI Harbour Growth & Income Segregated Fund Fund Objective To obtain long-term total return by obtaining exposure primarily to equity, equity-related and fixed income securities of Canadian issuers.
Life & Annuity Trust - U.S. Government Allocation Fund Objective: A high level of total return over the long term, consistent with reasonable risk.
SunWise Essential CI Select Income Advantage Managed Segregated Fund Fund Objective To provide exposure to a diversified portfolio of primarily investment grade fixed income securities issued by governments and corporations in Canada and globally.
Underlying Fund: Signature Income & Growth Fund Underlying Fund Objective To provide a steady flow of current income while preserving capital by investing in a diversified portfolio of securities composed mainly of equity, equity-related and fixed income securities of Canadian issuers.
SunWise Essential CI Cambridge Canadian Asset Allocation Segregated Fund Fund Objective To achieve a superior total rate of return by obtaining exposure primarily to equity, equity-related and fixed income securities of Canadian issuers.
SunWise Essential CI Signature Select Canadian Segregated bundle Fund Objective To generate an above-average total return with a low to moderate risk by obtaining exposure primarily to equity, equity-related and fixed-income securities of issuers located anywhere in the world.
Underlying Fund: rbC Canadian dividend Fund Underlying Fund Objective To achieve long-term total returns consisting of: • regular dividend income, which benefits from the preferential tax treatment given to dividend income; and • modest long-term capital growth.
Underlying Fund Objective To provide a long–term capital appreciation by investing primarily in a diversified mix of equity mutual funds, with additional stability derived from investing in income mutual funds.
SunWise Essential Portfolio Series balanced Segregated Fund Fund Objective To provide a balance between income and long-term capital growth by obtaining exposure to equity, equity-related and fixed income securities of issuers located anywhere in the world.
Information Folder SunWise Essential Franklin ▇▇▇▇▇▇▇▇▇ Quotential Maximum Growth Segregated Fund Fund Objective To provide long-term capital growth by obtaining exposure primarily to a diversified portfolio of equity securities of issuers located anywhere in the world.