MD Precision Moderate Balanced Index Portfolio
About this portfolio
The Fund will invest primarily in units of index mutual funds managed by MD Financial Management and exchange traded index funds with an emphasis on fixed income index funds for capital preservation and income generation and equity index funds for potential capital appreciation.
Who is this portfolio for?
Investors who:
- Are looking for a single investment solution with exposure to major asset classes.
- Are seeking a diversified portfolio made up of global investments in index-tracking fixed income and equity mutual funds, as well as exchange traded funds.
- Have an investment time horizon of seven years or more.
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.
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MD Funds Unit Values
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.