Growth, bottom-up security selection
60% S&P/TSX Composite Total Return Index
40% DEX Universe Bond Index
60% equities, 40% bonds
Strategy Inception Date
November 30, 1998
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.