Key stats
About IA CLARINGTON LOOMIS GBL ALLOCTN FD TR UNIT
Home page
Inception date
Nov 4, 2019
Structure
Canadian Mutual Fund Trust (ON)
Dividend treatment
Distributes
Primary advisor
IA Clarington Investments, Inc.
The fund provides a go-anywhere allocation that spans across asset classes, sectors, regions, countries and currencies in pursuit of a consistent stream of income and capital appreciation. The portfolio selection is based on the highest conviction ideas of four experienced portfolio managers using fundamental factors such as economic cycles, interest rates, stock market values and currency considerations. Specifically, equity and fixed income securities are selected based on the attractiveness of their valuations and their protentional for growth. IGAF invests in securities such as common shares, preferred shares, depository receipts, warrants, REITs, other ETFs and investment funds managed by IA Clarington or an affiliate. Also including debt securities of any credit quality issued by corporations, governments and government-related entities, and by other organizations such as partnerships and trusts, and derivatives for hedging and non-hedging purposes.
Classification
What's in the fund
Exposure type
Technology Services
Corporate
Government
Stocks67.40%
Technology Services12.62%
Finance8.80%
Electronic Technology8.04%
Retail Trade6.83%
Health Technology6.80%
Producer Manufacturing5.64%
Consumer Non-Durables5.01%
Process Industries4.66%
Commercial Services2.93%
Health Services2.47%
Consumer Services2.05%
Industrial Services1.54%
Bonds, Cash & Other32.60%
Corporate21.14%
Government10.10%
Cash1.37%
Securitized0.00%
Miscellaneous−0.00%
Futures−0.01%
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.