MD Precision Canadian Balanced Growth Fund*
About this portfolio
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.
See Fund Performance to see how this Portfolio is performing.
INVESTMENT objective
The objective of MD Precision™ Canadian Balanced Growth 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.
Who is this portfolio for?
Investors who:
- Are looking for a fund with exposure to all major asset classes.
- Are seeking a fund that invests in both stocks and fixed income securities.
- Have an investment time horizon of over ten years.
Documents / Resources
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 performanceOur 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
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.
Name Change for the MD Balanced Fund
On June 1, 2018, the MD Balanced Fund changed its name to the MD Precision™ Canadian Balanced Growth Fund.
Why has the name changed?
The MD Balanced Fund has been a one-stop, multi-asset product since it was launched in 1992. We’re aligning the fund under the "Precision" umbrella because the MD Precision Portfolios™, which were introduced in 2010, are also one-stop, multi-asset portfolios. Adding "Canadian" to the fund name reinforces that it is Canadian-focused.