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Quick FactsInvestment Approach
Growth, bottom-up security selection
Benchmark
60% S&P/TSX Composite Total Return Index
40% DEX Universe Bond Index Target Allocation
60% equities, 40% bonds
Capitalization
All Cap
Strategy Inception Date
November 30, 1998
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Investment Teams
Managing Director and Lead Portfolio Manager, Acuity Investment Management Inc.*
Director, Fixed Income and Portfolio Manager, Acuity Investment Management Inc.*
Director, Equities and Portfolio Manager, Acuity Investment Management Inc.*
Director, Sustainability Research and Portfolio Manager, Acuity Investment Management Inc.*
Investment Philosophy & Process
Acuity's fixed income strategy employs a core portfolio emphasizing quality while focusing on managing term and duration relative to the benchmark. This core fixed income style consists of a high-quality fixed income portfolio broadly diversified across government, provincial, municipal, corporate and ABS securities.
This is combined with a smaller allocation to 'alternative' income-oriented asset classes including convertible debentures, high yield and income trusts to provide additional yield and upside potential.
The resulting portfolio is designed to produce consistent and steady income with strong downside protection as well as diversification benefits.
