The Mestern Group - Advisor Managed Accounts

What follows is a summary, performance analysis and brief description of The Mestern Group Advisor Managed Accounts.

We would be delighted to discuss these investment opportunities with you.

Canadian Equity

Invested in the Canadian Stock universe by screening for fundamental characteristics focusing on growth. The strategy can go up to 25% cash.

Canadian Equity Performance Opens in a new tab.

Canadian Balanced

Invested in the Canadian Stock universe by screening for fundamental characteristics focusing on growth. Invested in the Canadian bond universe. Up to 30% of stocks can be invested in the U.S. Market. The strategy’s tactical range for stocks is 15% to 65%.

Canadian Balanced Performance Opens in a new tab.

Canadian Tactical Asset Allocation

Invested in the Canadian Stock universe by screening for fundamental characteristics focusing on growth. Up to 65% of stocks can be allocated outside Canada. The Strategy’s tactical range for stocks is 0% to 100%.

Canadian Tactical Asset Allocation Performance Opens in a new tab.

Tactical Income Opportunities

All investments have to pay an income. The strategy strives to pay 4% income. Up to 70% of the stocks can be allocated outside Canada. The Strategy’s tactical range for stocks is 0 to 80%.

Tactical Income Opportunities Performance Opens in a new tab.

U.S. Tactical Asset Allocation (U.S. Dollar)

Invested in the U.S. stock universe by screening for fundamental characteristics focusing on growth. Up to 70% of the stocks can be allocated to International markets. The Strategy’s tactical range for stocks is 0% to 100%.

US Tactical Asset Allocation Performance Opens in a new tab.