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A fixed income fund investing in a wide range of debt securities with a monthly dividend.
Jan 19, 2021
$0.00 (0.01%)
Portfolio Manager, Fixed Income - Cumberland Investment Counsel Inc. Affiliate of NCM Asset Management
Portfolio Manager, Fixed Income - Cumberland Investment Counsel Inc. Affiliate of NCM Asset Management
Tel. 1.416.640.6767
Bill is a Portfolio Manager in fixed income, co-manages NCM Short Term Income Fund, and is part of the asset allocation team for NCM Pension Portfolios.
Bill is a CFA charterholder, holds a Master of Business Administration from the Rotman School of Management and a Bachelor of Commerce from Queen’s University. Previously, Bill worked as a Director in a large U.S. bank where he was responsible for investing in middle market corporate debt. Bill has over 20 years of investment industry experience.
Fixed income fund investing in a wide range of debt securities that targets a net 3% - 4% annualized return
Targets a $0.031 per unit monthly distribution
Provides investors with a higher yield than traditional short term income alternatives
1 month | 3 month | 6 month | 1 year | 3 year* | 5 year* | S.I.* |
---|---|---|---|---|---|---|
2.3% | 5.7% | 8.2% | -0.4% | 1.4% | 2.6% | 2.8% |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011^ |
---|---|---|---|---|---|---|---|---|---|
-0.4% | 5.8% | -0.9% | 2.7% | 5.8% | 2.0% | 1.2% | 4.3% | 5.2% | 0.9% |
* Annualized
^ 2011 return begins with September 16 inception
All price and performance data listed is for the F series. Past performance is no guarantee of future results. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in share value and reinvestment of all dividends and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.