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Investors Fixed Income Flex Portfolio

The Investors Fixed Income Flex Portfolio seeks to provide current income by investing primarily in Underlying Funds that invest in fixed income securities.

To achieve the Fund’s investment objective, the allocation to Underlying Funds will be:

Income Funds (90%) Target Allocation
Investors Premium Money Market Fund 0-20%
Investors Mortgage and Short Term Income Fund 0-40%
Investors Canadian Bond Fund 0-60%
Investors Canadian High Yield Income Fund* 0-20%
IG U.S. Putnam High Yield Income Fund 0-15%
Investors Real Property Fund (10%) 0-10%

*Up to 10% of the assets of this Underlying Fund may be invested in IG Putnam U.S. High Yield Income Fund, which could increase the exposure of the Fund to the IG Putnam U.S. High Yield Fund by up to an additional 2% of its assets.

The Portfolio Advisor will vary the allocation to Underlying Funds based on an assessment of:

  • interest rate environment;
  • credit environment; and
  • overall economic and market conditions.