Balanced Portfolios

A Balance of Income and Growth

Our balanced portfolios employ a disciplined strategy to efficiently combine the safer elements of fixed income investments with the growth potential of equities across various asset classes, geographic markets and investment styles. To manage risk and volatility and optimize potential returns, all of our balanced portfolios make use of risk reduction tools such as trend-following strategies, active portfolio rebalancing and dynamic currency hedging. Our trend-following strategies in particular are designed to reduce exposure to potentially riskier elements in the portfolios during times of market stress. In this way, our balanced portfolios provide the comfort of protection with the potential for capital growth. 


Quarterly Commentary


Lincluden: History, Investment Philosophy and Team


Our Investment Specialists


Thoughts from Our President and CEO, Sam Febbraro


Watch Interviews with Our Investment Specialists