Sunday, September 05, 2010
Canadian Growth Equity
Canadian Equity Income
Fixed Income
Balanced
Global Equity - Setanta
Fixed Income
Mandates | Investment Philosophy | Investment Process

Mandates
Laketon offers a variety of fixed income strategies, all of which are managed to a common investment philosophy. The firm's strategies invest in a wide variety of investment quality fixed income securities, including government and corporate bonds, and asset and mortgage backed securities.

To view the specifics of each mandate, please view the mandate details below.

June 30, 2010 3 mos 1 Yr 2 Yrs 3 Yrs 4 Yrs 5 Yrs
Canadian Core Fixed Income
Value Added
mandate details »
3.1
0.2
7.6
0.7
6.9
0.0
7.1
0.2
6.6
0.2
5.2
0.3
Core (SMA wrap model)
Value Added
mandate details »
3.3
0.4
7.6
0.7
7.2
0.3
7.1
0.2
6.5
0.2
5.1
0.2
Core PLUS
Value Added
mandate details »
2.5
-0.4
8.1
1.2
7.0
0.1
7.1
0.2
6.6
0.2

DEX Universe Bond Index 2.9 6.9 7.0 6.9 6.4 4.9
International Bond
Value Added
mandate details »
7.5
n/a
-0.6
n/a
7.3
n/a
8.7
n/a
5.9
n/a
2.3
n/a
JP Morgan Global Bond Index n/a n/a n/a n/a n/a n/a

Performance is gross of fees. Past performance is no guarantee of future results.