IA Clarington Strategic Income Fund Y

Quick Facts

NAVPS (2/6/2012) $4.71

2010 Total Distributions

Income ($) 0.01
Dividends ($) 0.07
Capital gains ($) -
Return of Capital ($) 0.30
Total distributions ($) 0.38

Distribution Frequency: Monthly, 3.2¢ per unit


MER: 06/30/2011 2.33%

Fund Numbers:


Front Back Low
$Cdn 420 421 960

 

 

Key reasons to invest

  • Award winning manager††
  • Seeks to provide stable income and capital appreciation
  • An investment approach that endeavours to strategically position the Fund through all market conditions

Investment Approach

The fund manager employs a rigorous bottom-up strategy with a 12 to 18 month strategic outlook on the markets with a view to invest in a stable mix of income producing equity and fixed income securities demonstrating strong fundamentals while aiming to minimize volatility through all market conditions.

 

Portfolio Sub-Advisor

IA Clarington Investments Inc.

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Portfolio Manager

Dan Bastasic, CFA, MBA

  • Senior Vice President & Portfolio Manager
  • Over 15 years of investment experience
  • Mr. Bastasic has extensive portfolio management experience in both equity and fixed income markets and, prior to joining IA Clarington, built an impressive track record as a portfolio manager at a very large Canadian mutual fund company. At that company, Mr. Bastasic managed mutual funds with a combined $2.8 billion in assets under management, with one of the funds under his stewardship receiving a Lipper Award during his tenure as portfolio manager
  • MBA, University of Windsor

Inception Date: 12/18/1996

Net Assets: $235,939,364

Compound Annual Returns (%) as at 12/31/2011

1 month3 months6 months1 year3 years5 years10 yearsInception
1.45.1-1.8-0.66.3-0.41.84.3

Calendar Year Returns (%)

2010200920082007200620052004200320022001
7.112.7-17.1-1.69.27.03.011.3-8.43.6

Asset Mix

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Geographic Allocation

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Sector Allocation

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Characteristics of the Fund

BBAverage rating - Bonds
3.88 yearsAverage term
3.01 yearsModified duration
0.0609Average coupon
0.0614Yield at cost
0.0559Yield at market value

Top Ten Holdings

Suncor Energy Inc.2.2 %
Canadian Imperial Bank of Commerce2.1 %
National Bank of Canada2.1 %
Wells Fargo & Co.2.0 %
Johnson & Johnson2.0 %
Williams Cos. Inc.1.9 %
Canadian Oil Sands Ltd.1.9 %
Occidental Petroleum Corp.1.7 %
JPMorgan Chase & Co.1.7 %
SNC-Lavalin Group Inc.1.7 %
19.3 %
Portfolio information above as at: 12/31/2011 12:00:00 AM

††While employed at a very large Canadian mutual fund company, Dan was lead manager of a fund that was recognized at the 2011 Lipper awards for best performance over one year in the Canadian Neutral Balanced Category.

On August 8, 2011, IA Clarington Investments Inc. assumed portfolio sub-advisory duties for the Fund. Also on that date, IA Clarington Canadian Income Fund was renamed IA Clarington Strategic Income Fund and Series T8 units were re-designated as Series Y units of the Fund.

Important information and disclaimer