Scheer Rowlett
Balanced Strategy

Product highlights

  • Capital preservation vs. the benchmark in down markets, growth participation vs. the benchmark in up markets
  • Multi-manager: Asset class specialists
  • Capability to add a custom asset mix to meet your investment objectives
  • Conservative approach to asset allocation
  • Leverage the scale of CC&L Financial Group with approximately $98 billion in AUM

Objective

  • Maximize long-term total returns while protecting capital
  • Generate 1% alpha per annum versus the benchmark over a business cycle

 

Strategy inception date

  • Inception date for the Scheer Rowlett Balanced Strategy is December 31, 1995.

For more information on the Scheer Rowlett
Balanced Strategy please contact:

Brent Wilkins

Senior Vice President,
Head of Institutional Sales, Canada

Download V-Card