Exemplar Growth & Income Fund

About Exemplar Growth & Income Fund

This fund aims for sustained capital appreciation and the preservation of wealth over an extended period. It achieves these objectives by deploying capital across a broad spectrum of Canadian assets, which include common stocks, preferred shares, government treasury bills, corporate notes, debentures, bonds, and investments in other mutual funds. The fund's advisor utilizes a dynamic asset allocation strategy, thoroughly assessing economic indicators and market movements. This process helps identify asset classes anticipated to offer the most attractive risk/return profiles over a medium to long-term outlook. The portfolio maintains flexible target allocations: 30-90% in equities, 10-50% in fixed-income instruments, and 0-50% in money market securities. These broad ranges enable the fund to strategically vary its holdings, allowing it to remain robust and appropriate across different market cycles. To implement these allocations, EGIF has the flexibility to invest directly in individual securities or, alternatively, the portfolio advisor may allocate up to 100% of its assets to underlying investment funds.