TriDelta High Income Balanced Fund delivers 15.9% first year return


income-fundThe TriDelta High Income Balanced Fund was developed to deliver strong results while providing something that many Canadian income investors are missing – diversification.

The Fund achieves this through:

  • Institutional investment strategies such as put and call options to lower volatility
  • Leverage on the fixed income portion of the portfolio to increase income
  • Actively investing in foreign exchange, hedging strategies and global bonds

The TriDelta High Income Balanced Fund completed its first year of operations on November 30, 2014 with a very strong return of 15.9% (F-Class shares). Unlike most alternative investment or hedge funds, TriDelta High Income Balanced Fund charges no performance fee and its management / advisory fee is lower than most mutual funds.

The fund is managed by Edward Jong, Head of Fixed Income and Cameron Winser, Head of Equities at TriDelta.

TriDelta’s fund delivered excellent overall results in the hedge fund sector as outlined in this news item,

The Fund was a steady top performer throughout the year. Its 1 year return was 15.9%, earning 6.5% over the past 6 months, 2.2% during the past quarter and 3.8% in the month of November. The Fund generated positive returns in 10 of the past 12 months.

From a performance perspective, the Fund was in the top 2% of all Growth and Income Funds (7,200 funds) found on GlobeFund, and among the top performers in that group, had among the lowest equity weightings, and highest risk adjusted returns.

The Fund is offered by term sheet and subscription agreement. Prospective investors must be Accredited Investors.

Class F Shares are owned by clients of TriDelta Investment Counsel Inc. These clients pay an advisory fee to the firm, typically based on their assets under management. An investment fund must prepare disclosure documents that contain key information about the Funds. You can contact TriDelta Investment Counsel Inc. for copies of these documents and more information on the Fund at 416-733-3292. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.

TriDelta Investment Management Committee

Cameron Winser

VP, Equities

Edward Jong

VP, Fixed Income

Ted Rechtshaffen

President and CEO

Anton Tucker

Executive VP

Lorne Zeiler

VP, Wealth Advisor