Select Income Managed Corporate Class

Select Income Managed Corporate Class

Your One-Ticket, All-Encompassing Fixed-Income Portfolio

MANAGERS

Alfred Lam

Outsource Your Security Selection

Outsourcing critical investment strategy decisions to a dedicated portfolio management team can result in better outcomes for investors over the long-term. 

Targeting Better Outcomes Across our Managed Asset Suite

Select Income Managed Corporate Class is the most conservative option in our Portfolio Select Series of managed solutions. Each of these solutions has historically provided attractive risk-adjusted returns versus broad-based Canadian benchmarks. 

Portfolio Select Lineup
0012234456678810129Standard DeviationSelect Income ManagedCorporate Class - Class FCanadianFixed IncomeReturn
Foundational Building Blocks
  • Government Bonds
  • Investment Grade Bonds
  • High-Yield Bonds
  • Equity
  • Real Estate & Infrastructure
  • Gold
  • Derivatives
  • Preferred Shares
  • Currency
Multi-asset strategy actively managed for optimal risk/return
  • Select Income Managed Corporate Class – Class F
  • Select 80i20e Managed Portfolio Corporate Class – Class F
  • Select 70i30e Managed Portfolio Corporate Class – Class F
  • Select 60i40e Managed Portfolio Corporate Class – Class F
  • Select 50i50e Managed Portfolio Corporate Class – Class F
  • Select 40i60e Managed Portfolio Corporate Class – Class F
  • Select 30i70e Managed Portfolio Corporate Class – Class F
  • Select 20i80e Managed Portfolio Corporate Class – Class F
  • Select 100e Managed Portfolio Corporate Class – Class F
  • FTSE TMX Canada Universe Bond Index
  • S&P/TSX Composite Index

Source: Morningstar Direct, as of June 30, 2018.  

Buffering Equity Risk

Rolling 3-Year Volatility
2.02.53.03.54.04.5September 30, 2013June 30, 2018Select Income Managed Corporate Class - Class FFTSE TMX Canada Universe Bond
2.02.53.03.54.04.5September 30, 2013June 30, 2018Select Income Managed Corporate Class - Class FFTSE TMX Canada Universe Bond

Source: Morningstar Direct, as of June 30, 2018.  

Key Reasons to Invest

  • Holistic, one-ticket fixed-income portfolio solution with strategic and tactical asset allocation
  • Deep due-diligence process and understanding of each underlying manager and strategy
  • Yield is currently greater than traditional fixed income with higher capital appreciation potential
  • Negative correlation to Canadian equity helps offset the impact of market drawdowns on portfolios

Fund Details

Fund Size$3.3 billion

Inception DateSeptember 12, 20101

Risk RatingLow

12 Mth Dist. YieldN/A (Corp Class)

YTM3.10%

Duration5.3 years

Average Credit QualityA

1Class F

Fund Codes

ClassLoadCIG
A FE 2290
LL 1420
DSC 3290
F - 4290
Risk-Adjusted Returns vs. Benchmark2
  • Shape Ratio
  • Up/Down Capture

Source: Morningstar Direct, as of March 31, 2018.  Data since fund inception.2FTSE TMX Canada Universe Bond Index

Trailing Returns
1 Year 2 Year 3 Year 5 Year Since Inception3
Select Income Managed Corporate – Class A -1.05% 0.28% 0.81% 2.55% 3.01%
Select Income Managed Corporate – Class F -0.29% 1.14% 1.65% 3.42% 3.87%

Source: Morningstar Direct, as of April 30, 2018. 3September  12, 2010

Frequency of Outcomes – Rolling 3-Year Returns

The fund’s rolling 3-year return has never been negative and has been above 5% in almost 50% off all observations.

Sophisticated Construction
While numerous managed solutions exist in Canada, not all are created alike. With Portfolio Select Series, you can have confidence that you are invested in a sophisticated, high-quality investment program.

Capital Markets Research

Asset Allocation

Portfolio Strategy

Manager Selection

Implementation/Trading

Review and Control

The information contained herein is not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. The indicated rates of return are the historical annual compound total returns net of fees (except for figures of one year or less, which are simple total returns) including changes in security value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns.

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