Delaware Strategic Balanced Portfolio

Investment objective

To achieve a superior risk-adjusted return from a high level of income combined with moderate to long-term growth in a balanced portfolio. A concentrated portfolio of 20-30 holdings allows the manager to add value. This unique portfolio has low all-inclusive fees.

Investment strategy

The portfolio manager with over 34 years' experience emphasizes asset allocation in this portfolio. Corporate fixed income, preferred shares and convertible bonds/debentures will be used when risk/reward makes them favourable to equities. The asset allocation strategy will be set first and decision made with a macroeconomic bias. Once the appropriate asset allocation is made, the multiple investment styles apply.

Performance

The Delaware Strategic Balanced Portfolio was implemented on November 2012. As of December 31st, 2021 the 3 month return is +5.1%, the 1 year return is +20.6% and the 5 year return is +8.3%.

Returns are compounded annually.

See the most recent performance results