Ideal for those who want moderate risk, the Brigata Canadian Balanced Fund is designed to provide total investment returns through a combination of long-term capital growth and current income.
The Fund invests primarily in common and preferred shares of large- and mid-capitalization Canadian companies, Canadian federal and provincial bonds and highly rated Canadian corporate bonds (A- or better) and high quality money market instruments. Up to 30% of the assets of the Fund may be held in foreign equity securities.
The Fund should be held for 5 to 10 years, and is not suitable for short-term investors. Series A and Series F units are eligible for registered plans such as RRSPs, RRIFs.