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Global Balanced

Jarislowsky, Fraser
Balanced Fund

The Balanced Fund is a diversified portfolio consisting of fixed income assets, North American equities and the International Equity fund. The asset mix is reviewed weekly by our Investment Strategy Committee. The process includes
a detailed discussion of domestic and an international macro-economic factors, relative valuation levels of equity versus fixed income markets, as well as internal forecasts of interest rate trends, currency levels, and corporate profits. The objective is to add value through longer term asset mix positioning rather than short term trading. The portfolio's volatility is kept to a minimum by implementing only incremental asset mix changes.



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    Jarislowsky Fraser Donor Advised Foundation

Founded in 1955