MD Precision Balanced Income Portfolio
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.
To preserve investment value, generate income and moderate capital growth by investing in fixed income and some equity funds.
- Financial Statements - Annual / Interim
- Management Report of Fund Performance - Annual / Interim
- Quarterly Portfolio Disclosure - Q1 2016 / Q3 2016