TriDelta High Income Balanced Fund

logo-blue2aToday’s investors face significant challenges:

  • The lowest interest rates in three decades
  • Uncertain equity markets

The new TriDelta High Income Balanced Fund has been designed to perform in this challenging environment.
A rather unique investment approach combines North American equities, options and institutional fixed income investment strategies. This combination of strategies provides diversified exposure structured to grow your investment, while generating income.

Opportunities to invest are restricted to ‘accredited investors’ currently, but the exciting news is that from May 5th 2015 regulations have been amended by the Ontario Security Regulators to all non-accredited investors to participate as well. This is however subject to it being an appropriate investment given the elevated risk profile. We will however review your situation carefully to determine this beforehand.

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