MD Precision PortfoliosTM

MD Precision Balanced Income Portfolio

About this portfolio

This fund invests primarily in units of mutual funds managed by MD Financial Management, with an emphasis on fixed-income mutual funds for capital preservation and income generation. It also invests in equity mutual funds for capital appreciation and provides access to alternative investments via exchange-traded funds (ETFs). It may invest in non-affiliated mutual funds and directly in fixed-income securities.

See Fund Performance to see how this Portfolio is performing.

INVESTMENT objective

To preserve investment value, generate income and moderate capital growth by investing in fixed income and some equity funds.

Who is this portfolio for?

Investors who:

  • Are looking for a single investment solution with exposure to all major asset classes.
  • Are seeking a diversified portfolio made up of global investments in both fixed income and equity mutual funds.
  • Have an investment time horizon of four years or more.

Documents / Resources

financial statements

management report of fund preformance

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.

The MD Family of Funds is managed by MD Financial Management Inc.

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.

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