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MD Strategic Yield Fund

Portfolio Description

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™.

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.

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.