Jun 19, 2015

TMI celebrates its third birthday

CWB McLean & Partners Tactical Monthly Income (TMI) Strategy celebrates its third birthday this month. This strategy has provided investors with a solid foundation geared towards lowering volatility. With a diversified portfolio of Global Equity and Fixed Income securities, TMI has provided stability for Canadian investors during this difficult time surrounding the large scale correction in the energy market.

CWB McLean & Partners Tactical Monthly Income (TMI) Strategy celebrates its third birthday this month. Since inception, the strategy has delivered on target with an annualized return of 6.70%* and has a standard deviation of 3.95%* which is comparatively lower than the TSX Composite Standard Deviation at 7.28%**. With a diversified portfolio of Global Equity and Fixed Income securities, TMI has provided stability for Canadian investors during this difficult time surrounding the large scale correction in the energy market.

Managed on a tactical basis, the strategy provides investors with monthly cash flow and long term capital growth. Its current position is conservative in nature, and is seeking to lower its standard deviation to represent less than half the risk associated with the TSX Composite Index. Moving forward we expect that the strategy will continue to offer clients a risk-adjusted solution for monthly income and lowered volatility, while continue to achieve its target of 6-8% annual returns.

For further information on CWB McLean & Partners, or to discuss the Tactical Monthly Income Strategy with one of our Portfolio Managers, please contact us at (403) 234-0005 or by email at [email protected].

*Return calculated by CIBC Mellon as of May 31st
**TSX metric calculated by Morningstar as of May 31st