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MD Precision Balanced Growth Portfolio

Portfolio description

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.

Investment objective

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.

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.