Updated January 28, 2022.

Leith Wheeler
Core Bond Fund

Objective

To provide a stable and attractive total return through investment in fixed income securities. The primary return objective is to achieve, over moving four-year periods, the annualized total return of the FTSE Canada Universe Bond Index plus 0.35%. The secondary return objective is to rank, over moving four-year periods, in the top quartile of a universe of Canadian bond funds as measured by a comparative measurement service.

Investment Style

We take a conservative, disciplined approach to managing the Core Bond Fund. To manage risk, we set targets for duration, sector and credit quality factors which align with our interest rate outlook, industry sector and credit views. We aim to add value by identifying opportunities to shift investments between various maturities and between federal, provincial, municipal and corporate bonds. Safety and liquidity are the focus of our approach to fixed income investing.