Capital preservation, with a yield.
The Heward Income Fund is our actively managed Canadian income mandate. It invests in a diversified basket of fixed-income and income-generating securities — government and investment-grade corporate bonds at its core, with the flexibility to add preferred shares, income trusts, REITs and hybrids when they improve the risk-reward.
The portfolio is anchored in high-quality Canadian government and provincial debt, which gives it a defensive backbone. The objective is straightforward: a dependable income stream and steady total return, with capital preservation as the first priority.
Built to protect first, and earn steadily.