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MD Precision Moderate Balanced Portfolio

Portfolio description

This fund invests primarily in units of mutual funds managed by MD Financial Management, with an equal emphasis on fixed income and 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.

Investment objective

To generate capital growth by investing in equity mutual funds, with some exposure to fixed-income mutual funds for capital preservation and income generation.

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.