Available only through ZLC

The Vertex Strategic Income Fund (VSIF) is suitable for investors who are seeking income from an investment that will also provide moderate capital growth, are investing for the long term and have medium tolerance for risk.

VSIF will invest in corporate securities including high yield and convertible bonds, preferred shares, government bonds at the federal, provincial and municipal levels; as well as high dividend yielding equities. VSIF will seek opportunities in Canada and the US, and invest in income securities believed to be undervalued or mispriced.

Highlights

• Minimum 25 security portfolio
• No Short Selling
• Up to 100% bonds-high yield corporate, debentures and convertibles
• Max 50% allocated high yield dividend yielding equities and preferred shares
• Quarterly distribution available (5% annualized)