Portfolios

Kerrimuir Global Balanced 

Kerrimuir Global Balanced is a globally diversified portfolio designed using a rigorous fundamental, value oriented investment approach that aims to reduce market volatility and enhance downside protection. A unique Environmental, Social and Governance (ESG) overlay also helps to identify sound securities and mitigate risk. The fixed income portion is managed as a safe haven that can offer a strong defense against market uncertainty while serving as a key source for portfolio re balancing that can be opportunistically used during downturns to exploit potentially lower equity valuations.

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Kerrimuir Canadian Balanced

Kerrimuir Canadian Balanced is a Canadian diversified portfolio designed using a rigorous fundamental, value-oriented investment approach that aims to reduce market volatility and enhance downside protection. A unique Environmental, Social and Governance (ESG) overlay also helps to identify sound securities and mitigate risk. The fixed-income portion is managed as a safe haven that can offer a strong defense against market uncertainty while serving as a key source for portfolio re-balancing that can be opportunistically used during downturns to exploit potentially lower equity valuations.

To learn more about this fund click here.

Kerrimuir Canadian Equity

The Kerrimuir Canadian Equity portfolio is designed using a rigorous fundamental, value-oriented investment approach that aims to reduce market volatility and enhance downside protection.A unique Environmental, Social and Governance (ESG) overlay also helps to identify sound securities and mitigate risk. A small weighting in small caps is added to the portfolio to provide the potential for a higher rate of return.

To learn more about this fund click here.