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MD Precision Portfolios™

MD Precision Portfolios™

MD Precision Portfolios1 hold a diversified mix of underlying funds—carefully selected, combined and monitored to fulfill a range of risk and return characteristics to help you meet your financial goals. A convenient investment solution, each MD Precision Portfolio acts as a single mutual fund, actively managed by investment experts.

Benefits, Investment options, Tactical change and Asset allocation decision

Benefits

The benefits of MD Precision Portfolios include:

  • Intelligent diversification by our investment experts results in a wise balance of risk and return.
  • A sophisticated rebalancing structure keeps your portfolio’s asset allocation on track and helps you achieve your financial goals.
  • Active management ensures your asset allocation is monitored daily, tactical decisions are made at least quarterly, and your portfolio risk is well managed.
  • Access to alternative investments complements asset allocation by providing increased diversification.

Investment options

MD Precision Portfolios tactical change

Read more about the latest tactical change made to MD Precision Portfolios.

Your asset allocation decision

We define a diversified investment portfolio as one that includes fixed income and equities, a variety of investment manager styles and exposure to different geographic regions and industry sectors. The exact mix of investments—your asset allocation—will depend on your needs and financial goals. Working with an MD Advisor is the best way to determine your optimal asset allocation. Contact an MD Advisor.

MD Precision Index Portfolios™

A low-cost, index-tracking portfolio solution offering more choice, flexibility and customization to help you meet your financial goals. Exclusively through MD ExO® Direct.

Unlike most passive investment solutions, MD Precision Index Portfolios™ offer real-time adjustments to meet changing market conditions. Combined with comprehensive support from MD’s specialized advisory team, the new portfolios are a lower-cost solution for clients who prefer index-tracking investments.2 MD Precision Index Portfolios combine our expertise in portfolio construction and tactical asset allocation with low-cost index-tracking pools and exchange-traded funds (ETFs), to offer you more choice with your investments.

Benefits, Investment options, and Asset allocation decision

Benefits

The benefits of MD Precision Index Portfolios include:

  • low-cost index-tracking pools and ETFs
  • real-time adjustments to meet changing market conditions
  • comprehensive support from MD’s specialized advisory team
  • intelligent diversification by our investment experts that results in a wise balance of risk and return
  • automatic rebalancing that keeps your portfolio’s asset allocation on track and helps you achieve your financial goals

Investment options

With diversified investment exposure, automatic rebalancing and lower costs, the new portfolios offer a passive alternative to existing active MD Precision Portfolios™ available through MD ExO Direct.

Your asset allocation decision

We define a diversified investment portfolio as one that includes fixed income and equities, a variety of investment manager styles and exposure to different geographic regions and industry sectors. The exact mix of investments — your asset allocation — will depend on your needs and financial goals. Working with an MD Advisor* is the best way to determine your optimal asset allocation. For more information about MD Precision Index Portfolios, contact your MD Advisor, email the MD ExO Direct advisory team at mdexodirect@md.ca or call them at 1 800 267-2332 (press 4 when prompted), Monday to Friday, 8 a.m. to 8 p.m. ET.

1 The word ‘Precision’ was added to each fund name in May 2012. Fund objectives and strategies did not change, only the fund names changed.

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.

2 MD ExO® Direct offers Series F2 MD Precision Portfolios™, which have lower fees compared with Series A MD Precision Portfolios.

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.