Diversifier Pool
Overview
A non-core holding to reduce portfolio volatility through investments with low correlation with broad markets
Securities are selected to compliment the holdings in core equity and income pools. An actively managed product with the ability to select individual securities, index funds and targeted-strategy funds including smart beta, alternative and private equity strategies.
Investments selection is open to include strategies that participate in equity markets using derivatives and leveraged strategies, capped at 10% of the portfolio’s assets.
Details
Commissions, trailing commissions, management fees and expenses all may be associated with investment fund investments. The prospectus contains important detailed information about the investment fund. Please read the prospectus before investing. There is no assurance that any fund will achieve its investment objective, and its net asset value, yield, and investment return will fluctuate from time to time with market conditions. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. The indicated rate of return is the historical annual compounded total return including changes in share/unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns.