Sionna Strategic Income Fund Series F (CAD)

  • Distribution Frequency: Quarterly
  • Number of Holdings: 94
  • Total Net Assets: C$61 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)
  • 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

PORTFOLIO ADVISOR

  • 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 -