Sionna Canadian Balanced Fund Series F (CAD)

  • Distribution Frequency: Quarterly
  • Number of Holdings: 89
  • Total Net Assets: C$79 M

REASONS TO OWN

The Sionna Canadian Balanced Fund invests in 35–45 Canadian companies managed by Sionna, plus 35–85 global companies managed by Brandes, combined with the stability of investment grade Canadian bonds.

Features

  • 40–45% in Canadian equities managed by Sionna
  • 25% in global equities managed by Brandes
  • 30–35% in Canadian bonds managed by Greystone
  • Broadly diversified by sector and holding
  • Quarterly distributions available with a cash option

Benefits

  • Consistent value exposure in Canada
  • Consistent value exposure globally
  • Bond holdings provide stabilization in declining markets
  • Provides a one-stop, conservative portfolio
  • Provides investors with an income stream

PORTFOLIO ADVISOR

  • Sionna Investment Managers

    Sionna Investment Team

  • 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 131 -
A DSC 231 -
A LL 220 -
AN SC 132 -
AN DSC 232 -
AN LL 228 -
F - 531 -
FN - 532 -