Diversification, Participation and Preservation
The market volatility of recent years has demonstrated the need
for effective asset allocation, that is, holding a mix of bonds,
cash instruments and equities in your portfolio.
The IA Clarington Canadian Balanced Fund is designed to provide
you with a balanced mixture of assets to help participate in
bullish equity markets while protecting you in down markets.
QV Investors, an award-winning** Portfolio Manager, now runs the
IA Clarington Canadian Balanced Fund.
Key Reasons to Invest
- Proven portfolio management over extended time periods
- QV's Commitment to protect capital during volatile markets
- QV's investment approach that strategically positions the Fund
through all economic cycles
Fund Page: IA Clarington Canadian Balanced
Fund
Portfolio Manager Profile: QV
Investors
QV Investors Inc. ("QV") won the Balanced Pooled Fund of
the year award at the 2010 Canadian Investment Awards for QV
Canadian Balanced Pool. (the "Pool") QV is sub-advisor to IA
Clarington Canadian Balanced Fund (the "Fund"). The Pool is the
model portfolio for the Fund, although there are differences
between the Pool and the Fund that may affect performance, such as
management fees and expenses, which are expected to be
significantly higher for the Fund. Presentation of the award is
intended to illustrate QV's ability to manage mandates similar to
that of the Fund, and should not be construed as a solicitation to
purchase securities issued by the Pool.
*Source: Zephyr StyleADVISOR, 10 year period as at June 30,
2010. QV Investors assumed portfolio advisory responsibilities for
thFund as sub-advisor to Industrial Alliance Investment Management
Inc. effective June 5, 2009.
**In 2001, 2002 and 2003, the QV Canadian Balanced Fund won the
Balanced Pooled Fund Universe from API (Asset Performance
Inc).
The Compounded annual returns of the posted fund over 1 year is
11.02%, 3 years is 5.2%, 5 years is 5.2% and for 10 years, 9.4% as
at November 30, 2010. Past performance may not be repeated.