Established in 1989, Tradex Bond Fund aims for consistent income and long-term capital preservation. Managed by Foyston, Gordon & Payne Inc since 2013, the portfolio advisor employs a conservative approach, focusing on interest rate anticipation, credit sector selection, and security selection. The strategy, based on long-term, value-oriented principles, integrates macroeconomic and technical analysis to select bonds with optimal risk/return profiles.

Investment Objective:

Our objective is to combine income generation with long-term capital preservation by investing primarily in a diversified portfolio of Canadian investment-grade bonds. Additionally, we allocate up to 30% of the portfolio to income-producing equity securities, such as dividend-paying Canadian stocks, real estate investment trusts, preferred shares, and income trusts. We aim for the bond portfolio’s average term to maturity to exceed three years.

Suitable for investors who:

• Seek a regular income from their investment
• Seek a diversified income fund that will provide moderate capital growth
• Are willing to accept a low level of risk and are looking for a medium to long term investment
• Seek a low-cost, actively managed, enhanced Canadian fixed-income opportunity

For more details on Environmental, Social, and Governance (ESG) Factors, as utilized by Foyston, Gordon and Payne Inc.