Brandes Global Balanced Fund Series F (CAD)

  • Distribution Frequency: Annually
  • Number of Holdings: 136
  • Total Net Assets: C$37 M

REASONS TO OWN

The Brandes Global Balanced Fund invests in 35–85 larger companies from around the world that Brandes believes are trading at a price below fair value and that have appreciation potential combined with the stability of investment grade Canadian bonds.

Features

  • 60–70% in global equities managed by Brandes
  • 30–35% in Canadian bonds managed by Greystone
  • Low portfolio valuations (e.g., P/E, P/B)
  • Investment grade bond exposure
  • Distributions paid annually

Benefits

  • Consistent value approach ensures no style drift
  • Potential for long-term outperformance
  • Bond sleeve actively manages interest rate risk
  • Can provide diversification to other investments
  • Less volatile than global equities

PORTFOLIO ADVISOR

  • Brandes Investment Partners, L.P.

    Brandes Global Large Cap Investment Committee

  • Greystone Managed Investments

    Greystone Fixed Income Team

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Fundserv : BIP

Fund Number
SeriesSales
Option
C$US$
A SC 155 156
A DSC 255 256
A LL 207 208
F - 555 556