MD Precision Conservative Portfolio
This fund invests primarily in units of mutual funds managed by MD Financial Management, with an emphasis on fixed income and some exposure to equity 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 preserve investment value and generate income by investing primarily in fixed-income mutual funds for capital preservation and income generation, with modest exposure to equity mutual funds for potential capital growth.
- Financial Statements - Annual / Interim
- Management Report of Fund Performance - Annual / Interim
- Quarterly Portfolio Disclosure - Q1 2016 / Q3 2015