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MD Balanced Fund

Portfolio description

This fund is designed to provide an investor who is willing to accept a medium level of risk with exposure to all major asset classes. It is suitable for a conservative investor who is looking for a single-decision fund in which the asset mix decision is being made by the investment advisor.

Investment objective

The objective of MD Balanced Fund is to achieve income and long-term growth of capital in conjunction with the conservation of capital. A one-decision investment with built-in portfolio diversification between domestic and international equities and fixed-income instruments, the fund offers good upside potential and protection during down markets.


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.