Comprehensive array
of investment solutions

CC&L Money Market

A portfolio that holds primarily cash and short-term Canadian debt securities and provides a higher return than cash and capital preservation.

CC&L Short Term Bond

A portfolio that holds short-term debt securities with the potential for higher returns versus money market or cash in low interest rate environments.

CC&L Core Bond

A portfolio that holds a diverse mix of high quality fixed income securities primarily within the Canadian universe.

CC&L Universe Bond Alpha Plus

A fixed income focused-portfolio that is enhanced by a combination of fundamental and quantitative market neutral processes that are well diversified and uncorrelated. A synthetic allocation to the fixed income market allows additional returns to be achieved through an allocation to the CC&L Multi-Strategy Fund.

CC&L Core Plus Bond

A core fixed income portfolio of investment-grade securities with a “plus” component consisting of credit focused absolute return. This strategy permits a higher weighting in corporate bonds.

CC&L Long Bond

A portfolio that holds a diverse mix of high quality fixed income securities primarily within the Canadian long-term universe.

CC&L Long Bond Alpha Plus

A long-term fixed income focused-portfolio that is enhanced by a combination of fundamental and quantitative market neutral processes that are well diversified and uncorrelated. A synthetic allocation to the fixed income market allows additional returns to be achieved through an allocation to the CC&L Multi-Strategy Fund.

CC&L Ultra Long Bond

A diversified portfolio of high quality Canadian government bonds with terms generally exceeding 20 years, that complements existing fixed income allocations to extend duration positioning in a liability-driven framework.

CC&L Corporate Bond

A portfolio that holds a diverse mix of primarily high quality fixed income securities within the Canadian corporate universe, with greater focus on absolute returns and more freedom to deviate from the benchmark.

CC&L High Yield Bond

A portfolio that holds primarily high yield bonds within the US corporate universe and is suitable for de-risking strategies as an alternative to equity.

CC&L Alternative Income

A diversified fixed income portfolio that invests in primarily corporate credit securities (both long and short) and seeks to generate returns independent of interest rate and credit market direction.

CC&L Fundamental Canadian Equity

All-cap, Canadian strategy with 2% added value target above S&P/TSX Composite over long-term.

CC&L Small Cap Canadian Equity

Small-cap, Canadian strategy with 3% added value target over benchmark throughout market cycle.

CC&L Equity Income & Growth Plus

Low volatility, income oriented equity strategy with strong long-term growth; 80% Canada and 20% US Securities.

CC&L Combined Equity

A diversified Canadian equity portfolio that leverages complementary investment strategies (fundamental and systematic).

CC&L Q Canadian Equity Core

Generate returns equal to the return of the benchmark, S&P/TSX Composite Index, plus 2% per annum over a market cycle.

CC&L Q Canadian Equity Growth

Generate returns equal to the return of the benchmark, S&P/TSX Composite Index, plus 2% per annum over a market cycle.

CC&L Q International Equity

Generate returns equal to the return of the benchmark, MSCI ACWI ex USA Index (CAD) (net), plus 2.5% per annum over a market cycle.

CC&L Q International Small Cap Equity

Generate returns equal to the return of the benchmark, MSCI ACWI ex USA Small Cap Index (CAD) (net) plus 3.0% per annum over a market cycle.

CC&L Q Global Equity

Generate returns equal to the return of the benchmark, MSCI ACWI Index (CAD) (net), plus 2.0% per annum over a market cycle.

CC&L Q Global Small Cap Equity

Generate returns equal to the return of the benchmark, MSCI ACWI ex USA Small Cap Index (CAD) (net) plus 3.0% per annum over a market cycle.

CC&L Q Emerging Markets Equity

Generate returns equal to the return of the benchmark, MSCI Emerging Markets Index (CAD) (net), plus 3% per annum over a market cycle.

CC&L Q Canadian Equity Extension

Generate returns equal to the return of the benchmark, S&P/TSX Composite Index, plus 3.5% per annum over a market cycle.

CC&L Q US Equity Extension

Generate returns equal to the return of the benchmark, S&P 500 Index (Net 15%) (CAD), plus 2.0% per annum over a market cycle.

CC&L Q Global Equity Extension

Generate long-term total return in excess of the MSCI ACWI Index (CAD) (net) over a market cycle.

CC&L Enhanced Balanced

An actively managed, diversified portfolio of stocks, bonds and cash that combines fundamental and quantitative bottom-up security selection, as well as additional returns through the inclusion of high-yield bonds and through exposure to different market neutral strategies. ESG considerations are integrated in the underlying strategies.

CC&L Market Neutral

Small-cap, market neutral strategy with target risk and return objective of 6-8% over market cycle

CC&L Q Global Equity Market Neutral

The investment objective is to provide a return between 6% and 10% with a target volatility between 6% and 10% per annum over a market cycle and to provide returns that have a low correlation with the equity markets.

CC&L Q Canadian Equity Extension

Generate returns equal to the return of the benchmark, S&P/TSX Composite Index, plus 3.5% per annum over a market cycle.

CC&L Q US Equity Extension

Generate returns equal to the return of the benchmark, S&P 500 Index (Net 15%) (CAD), plus 2.0% per annum over a market cycle.

CC&L Q Global Equity Extension

Generate returns equal to the return of the benchmark, S&P 500 Index (Net 15%) (CAD), plus 2.0% per annum over a market cycle.

CC&L Multi-Strategy

A well-diversified portfolio that invests in complementary market neutral strategies including Q Global Equity Market Neutral, Fundamental Equity Market Neutral, and Fixed Income Absolute Return.

CC&L All Strategies

A well-diversified portfolio that has Global Market Exposure (Beta) and invests in three distinct market neutral strategies (Alpha) including Q Global Equity Market Neutral, Fundamental Equity Market Neutral, and Fixed Income Absolute Return.

CC&L Alternative Income

A diversified fixed income portfolio that invests in primarily corporate credit securities (both long and short) and seeks to generate returns independent of interest rate and credit market direction.