Investment Products
Morguard Lincluden Global Investments manages assets for a variety of institutions including pension funds, insurance companies, foundations, endowments, first nation trusts and long-term health and disability funds.
Institutional
Balanced Products
Balanced funds managed on a discretionary basis will have an equity bias over the long run with a neutral target mix of 60% stocks and 40% bonds. Equities can have a maximum weighting of 70% and a minimum weighting of 45%. Balanced portfolios benefit from the insights of Lincluden’s entire team of investment professionals.
Canadian Equity Products
A focused Canadian equity portfolio that utilizes a bottom-up, value-based approach to security selection and portfolio construction.
A focused small cap Canadian equity portfolio that utilizes a bottom-up, value-based approach to security selection and portfolio construction.
Foreign Equity Products
A focused Global equity portfolio that utilizes a bottom-up, value-based approach to security selection and portfolio construction.
A focused Canadian and Global equity portfolio that utilizes a bottom-up, value-based approach to security selection and portfolio construction.
Fixed Income Products
Using a value-based approach, Lincluden fixed income portfolios are structured to achieve the most efficient combination of duration, credit, yield curve and foreign exposure from a long-term, risk-reward perspective.
Using a value-based approach, Lincluden short mid fixed income portfolios are structured to achieve the most efficient combination of duration, credit, yield curve and foreign exposure from a long-term, risk-reward perspective.
Alternative Investments
Morguard Lincluden’s Real Estate Equity Fund seeks stable income and moderate capital growth through a diversified portfolio of North American real estate investment trusts.