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Fund Objective
 Consistent
high overall investment returns through allocation of assets among
equities, fixed income and money market instruments.
Investment Strategy
The fund will actively manage a portfolio of Canadian
equities, fixed income and money market instruments with aggressive
asset mix parameters.
Primary Investments
The funds equity investments take the direction of
the Hirsch Canadian Growth Fund: common stock, warrants, rights,
options or other convertible securities of Canadian companies. The
fixed income investments are similar to those of the Hirsch Fixed
Income Fund: fixed income securities issued by the federal, provincial
and municipal governments and high quality corporate debt instruments.
The fund may also invest in foreign securities of
the same type and characteristics within applicable foreign property
limits.
| Asset Mix Parameters |
Min |
Max |
Neutral |
| Equities |
20% |
80% |
65% |
| Fixed Income |
20% |
80% |
30% |
| Cash & short—term securities |
0% |
30% |
5% |
Benefits of Investing
This fund provides excellent portfolio diversification in a single
holding. It offers:
- exposure to three asset classes — equities, bonds and money
market instruments
- opportunity for dividend income and capital gains
- reduced return volatility through diversification across asset
classes
- a high level of liquidity
- Hirsch's "bottom up" approach with a focus on solid growth companies
- 100% RRSP/RRIF eligibility
Portfolio Advisor
Veronika Hirsch; Equity component and asset mix decisions Baker
Gilmore & Associates; Fixed income and short-term component
© Copyright 2002 CEO Mutual
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