Objective
ABC Fully-Managed Fund is a diversified Canadian balanced fund. The investment objective of the Fund is to seek long‐term capital appreciation and investment income by investing in a diversified portfolio of Canadian and American equity and fixed income securities. While our long-term asset mix target is 50% fixed income and 50% North American equities, in practice, our portfolio composition of stocks versus bonds is quite flexible to take advantage of periodic investment opportunities.
Top Ten Holdings
- NVIDIA Corp.
- Apple Inc.
- Microsoft Corp.
- Broadcom Inc.
- Amazon.com Inc.
- Meta Platforms Inc.
- Alphabet Inc., Class A
- Canadian Pacific Kansas City Ltd.
- Visa Inc., Class A
- Mastercard Inc., Class A
As at March 31, 2025