Fund Overview

  • Experienced Management

Leading Canadian corporate bond manager, Canso Investment Counsel Ltd. currently has over $5.6 billion AUM in corporate bond mandates. Canso’s investment process is focused on fundamental research and individual security selection, and the average credit quality of the Portfolio will vary over the course of the credit cycle depending on available opportunities. Click here to learn more about Canso Investment Counsel Ltd. from John Carswell, the firm’s President and Chief Investment Officer.

  • Successful Strategy

The Canso Credit Income Fund employs a substantially similar investment strategy as the Canso Corporate Value Fund, which has generated a compound annual return of 11.87% (net of fees and expenses) with positive returns in every year since inception (December 31st 2000), versus 7.01% for the DEX Universe Corporate Bond Index.

  • Attractive Yields

The Fund uses a strategy designed to generate attractive returns in both up and down markets, and will protect and benefit the Portfolio in a rising interest rate environment.

  • Tax Efficient

Tax-advantaged monthly distributions at 5% per annum ROC (return of capital; 100% tax deferral). 7.20% per annum pre-tax bond equivalent yield (assumes Ontario tax-payer at highest marginal tax rate).