MD Funds

MD Strategic Yield Fund

About this portfolio

Designed to complement existing client investment portfolios consisting of traditional asset classes (bonds, stocks and cash), this income-focused fund aims to generate yield and long-term capital appreciation through investing in alternative asset classes such as global bonds, emerging market debt and preferred equities. This increases diversification while ensuring the appropriate exposure to alternative investments is maintained. Used in MD Precision Portfolios™.

See Fund Performance to see how this Portfolio is performing.

INVESTMENT objective

The fund’s objective is to provide income and long-term capital appreciation through exposure to alternative sectors. To that end, the fund invests primarily in equity securities, exchange-traded funds (ETFs) listed on a Canadian or U.S. stock exchange, and fixed-income securities. It also has exposure to currencies and commodities. The exposure to passive ETFs helps keep costs to a minimum with the goal of increasing returns without increasing risk, while continuing to benefit from tactical asset allocation.

Who is this fund for?

Investors who:

  • Are looking for a fund that is suitable as a core holding and are willing to accept a low to medium level of investment risk.
  • This Fund is not suitable for an investor seeking a short-term investment.

Documents / Resources

financial statements

management report of fund performance

quarterly portfolio disclosure

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Fund performance and unit values

Up-to-date fund figures are always available, so you can see how our teams of international managers are delivering value and performance on a daily and monthly basis.

View fund performance

Our fees
are no mystery

Our reporting goes beyond regulatory requirements to provide you with a complete picture of how your fees are used to pay for management expenses, operating costs and taxes.

Learn more about our fees
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Getting started

Put our hand-picked asset managers to work for you. Contact an MD Advisor* to start building a personalized portfolio of MD mutual funds and pooled funds.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed. Their values change frequently and past performance may not be repeated. To obtain a copy of the prospectus, please call your MD Advisor, or the MD Trade Centre at 1 800 267-2332. The MD Family of Funds is managed by MD Financial Management Inc.

* MD Advisor refers to an MD Management Limited Financial Consultant or Investment Advisor (in Quebec), or an MD Private Investment Counsel Portfolio Manager.

The F series funds and pools are only available in MD Plus™ accounts. The MER for the F series funds and pools is in addition to the fees charged under the MD Plus™ Agreement, where a fee based on a percentage of your holdings is charged.