Balanced Income
Strategy

The Triasima Balanced Income Strategy is a flexible multi-asset class investment mandate that invests in fixed and variable income securities of companies domiciled in developed and emerging countries.

Variable income securities are all dividend paying.

The objective of the mandate is to generate current income and capital growth over the medium to longer term.

Typical asset allocation

Typical allocation by asset classes

Canadian equities
American equities
Bonds
International equities
Preferred shares
Cash and short-term

Typical geographic allocation

Canada
United States
Europe
Cash and short-term
Inception
1998
Number of holdings
Minimum 25 securities
Benchmark
5% FTSE 91 Day T-Bill, 30% FTSE Canada Universe Bond, 5% S&P/TSX Preferred Shares Index, 35% S&P/TSX Composite Index, 15% S&P 500 Net (CAD) and 10% MSCI EAFE Net (CAD)
Total allocation to fixed income
20% to 75%
Total allocation to equities
25% to 80%

Why choose the Triasima Balanced Income Strategy

A unique and proven approach: the Three-Pillar ApproachTM

Since 1998, Triasima has been known for its unique Three-Pillar ApproachTM, which combines fundamental, quantitative, and trend analysis in a rigorous, yet innovative, investment process that remains consistent under all market conditions.

Environmental, Social, and Governance (ESG) integration

ESG factors are variables considered in the Fundamental Pillar, to better understand the companies in which it invests and to mitigate risk. As such, ESG factors are an integral part of our investment approach.

A renowned and independent asset manager

Triasima is wholly owned by its founders, employees and directors, and is completely independent from any other company or organization.

A superior combination of Growth and Value parameters

The “growth” style of management allows us to identify securities with superior income growth and the “value” style, securities that are trading at advantageous prices. 

Your portfolio managers

André R. Chabot, B. ing., MBA, CFA
Founding Partner, CEO and CIO
Scott Collins, CFA
Founding Partner and Deputy Chief Investment Officer
Nicola Haratonian, CFA
Portfolio Manager

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