Capital accumulation
through prudent investing.
Value driven, client focused.
Morguard Lincluden Global Investments (formerly Lincluden Investment Management) has applied a value-based approach to managing assets for institutional and individual investors since 1982.
We work with:
Institutional clients including pension funds, foundations and endowments.
Mutual fund investors.
Private clients.
First Nations clients.
Real Estate Equity Fund
For investors seeking the income and growth potential of real estate investing without liquidity constraints, this fund offers access to diversified North American real estate markets, across all asset classes. Investors benefit from MLGI’s disciplined investment process, supported by the real estate insight and scale of Morguard’s North American platform.
Balanced Strategy
For long-term investors who seek a robust rate of return that exceeds the inflation rate and want to limit downside risk. Earlier this year, the firm was named a 2025 GMR Top Performer, with its Balanced Fund ranking in the top 3% of the GMR Balanced Universe over a five-year period.
Current Thoughts
Both the Bank of Canada and the U.S. Federal Reserve lowered interest rates during the quarter. The Fed cut rates twice for a total move of 50 bp while the Bank of Canada held to one move of 25 bp. The Bank of Canada lowered interest rates by a total of 100 bp during the year.