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MD Precision Balanced Income Portfolio

Portfolio description

This fund invests primarily in units of mutual funds managed by MD Financial Management, with an emphasis on fixed-income mutual funds for capital preservation and income generation. It also invests in equity mutual funds for capital appreciation and 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 preserve investment value, generate income and moderate capital growth by investing in fixed income and some equity 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.