Sionna Strategic Income Fund Series F (CAD)

  • Distribution Frequency: Monthly
  • Number of Holdings: 79
  • Total Net Assets: C$138 M

REASONS TO OWN

The Sionna Strategic Income Fund invests in dividend-paying Canadian and global stocks, combined with the added stability and income of Canadian bonds and U.S. corporate bonds hedged back to the CAD.

Features

  • 45% in Canadian dividend-paying stocks managed by Sionna
  • 25% in global dividend-paying stocks managed by Brandes
  • 20% in the Bridgehouse Canadian Bond Fund
  • 10% in the Brandes Corporate Focus Bond Fund (Hedged)
  • Monthly distributions targeting a 5% annual distribution yield

Benefits

  • Provides one-stop exposure to value and yield orientated securities
  • Holds the best dividend-paying stock selections from Sionna and Brandes
  • Strategic asset mix between equity and bonds helps stabilize the portfolio in declining markets
  • Provides investors with an income stream

Videos


Matt Brundage, VP Product Management, answers your key questions about the new Sionna Strategic Income Fund.

Fund performance is not available for funds with a history of less than one year.

Portfolio Sub-Advisors

  • Sionna Investment Managers

    Sionna Investment Team

  • Brandes Investment Partners, L.P.

    Brandes Global Large Cap Investment Committee

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Fundserv : BIP

Fund Number
SeriesSales
Option
C$US$
A SC 131 -
A DSC 231 -
A LL 220 -
F - 531 -