Description: The investment seeks to comprise a portfolio of common shares, preferred shares, corporate bonds and income trust units from the Canadian financial sector. Up to 25% of the assets of the portfolio may be invested in securities of other Canadian issuers.
Exchange: TO
Country: CA
Currency: Canadian Dollar (C$)
Category: Canadian Equity Balanced
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Equity | 74.89 | 0.00 | 74.89 |
| Other | 19.87 | 0.00 | 19.87 |
| Bond | 10.10 | 0.00 | 10.10 |
| Cash | 0.63 | 5.48 | -4.85 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Financial Services | 92.14 | 29.44 |
| Real Estate | 7.86 | 2.11 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 100.00 | 92.74 |
| Japan | 0.00 | 0.73 |
| Australasia | 0.00 | 0.19 |
| Asia Emerging | 0.00 | 0.32 |
| Latin America | 0.00 | 0.07 |
| Asia Developed | 0.00 | 0.36 |
| United Kingdom | 0.00 | 1.39 |
| Europe Emerging | 0.00 | 0.04 |
| Europe Developed | 0.00 | 4.08 |
| Africa/Middle East | 0.00 | 0.09 |