FT Balanced Income Private Wealth Pool

Investment Objective and Strategy

The fund aims to balance current income and long-term capital appreciation by investing in a diversified mix of equity and income securities, with a bias towards income.

  • Access to Fiduciary Trust Canada’s proven expertise in managing wealth for affluent families and foundations.
  • Preferred Pricing - competitive fees that continue to reduce as the investment grows.
  • Active Management - portfolios are consistently monitored and adjusted to achieve the optimal blend of asset classes, investment styles, geographic regions and market capitalizations.

  • A focus on risk management and risk adjusted returns.
  • Timely market commentary from our investment team, which includes insights on the current state of global markets.

FUND MANAGERS

Ian M. Riach

  • Toronto, Canada
  • Years with firm: 19
  • Years of experience: 32

Scott Guitard

  • Calgary, AB Canada
  • Years with firm: 5
  • Years of experience: 10