MD Precision Balanced Growth Portfolio
This fund invests primarily in units of mutual funds managed by MD Financial Management, with an emphasis on equity investments and some exposure to fixed income investments. It also provides access to alternative investments via exchange-traded funds (ETFs). It may invest in non-affiliated mutual funds and directly in fixed-income securities.
To provide growth of capital by investing primarily in equity funds, and to provide capital preservation and income generation through modest exposure to fixed-income funds.
- Financial Statements - Annual / Interim
- Management Report of Fund Performance - Annual / Interim
- Quarterly Portfolio Disclosure - Q1 2016 / Q3 2016