Overview
The purpose of this fund
Protect your capital and earn income from a balanced portfolio of stocks and bonds.
- •Conservative portfolio of primarily dividend-paying equities designed to provide capital growth with less volatility
- •Options collar strategy to manage equity risk
- •Tax-efficient corporate class structure
- •Tactical fixed-income strategy to manage duration and credit risk
Managed by -
Neuberger Berman Canada
ELIGIBILITY
- drip
- pacc
- swp
- registered accounts eligible
ESG Risk RatingWhat is ESG?
ESG Risk ratings, powered by Sustainalytics, evaluate a fund’s position-weighted exposure to material and unmanaged ESG risk, as well as management efforts to mitigate those risks where possible. A lower score indicates low-risk exposure and transparent, active ESG risk management.
FUND DETAILS
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YIELD
N/A
MGMT FEE
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