Global Balanced (Canadian Bias)

Overview

This composite comprises all discretionary balanced mandates with a bias towards Canadian equities, Canadian dollar based fixed income and asset mixes targets within the following ranges:
Fixed Income: 30-70%
Global Equities: 30-70%

Portfolio Strategy

Characteristics
Average divided yield	3.11%
Forward P/E ratio	12.26
Average market cap	CAD 435.81 B
Active share	0.82
# of holdings	255
Turnover ratio	0.22
Strategy assets as a % of total AUM	26.23%

Performance

Composition