|
Pooled funds
Jarislowsky Fraser manages a complete
family of pooled funds designed for small to mid-sized defined benefit and
defined contribution pension plans and group RRSP plans as well as foundations
and endowment clients.
Two investment professionals and an
assistant are assigned to each client relationship to ensure a direct line of
communication and accountability. Our objective is to build long-term
relationships with our clients through regular, direct contact. We encourage both formal and informal meetings to discuss investment policy,
strategy and capital market conditions.
Pooled Fund clients receive monthly
portfolio valuations and transactions from our custodian,
Royal Trust. We send a quarterly report to clients which
includes:
|
|
Funds |
Portfolio Structure |
|
|
Jarislowsky, Fraser
Canadian Equity
Fund
|
Canadian equities |
|
Jarislowsky, Fraser
US Equity Fund
(Available to registered clients
only) |
U.S. equities |
|
Jarislowsky
International Pooled
Fund |
International equities excluding
North American equities |
|
|
Jarislowsky
Global Equity Pooled
Fund
(Available to registered clients
only) |
International and North American
equities |
|
Jarislowsky, Fraser
Bond Fund
|
Primarily Canadian fixed income
securities |
|
|
Jarislowsky, Fraser
Balanced Fund
(Available to registered clients
only) |
Combination of global equity and
fixed income securities |
|
|
Jarislowsky, Fraser
Global Balanced
Fund |
Combination of global equity and
fixed income securities |
|
