Moderately Consistent

It’s hard to get excited about this fund’s returns, but it’s a good bet for those looking at consistency and moderation. No chart-topping returns here but a comfortable place in the top half of the category every year (barring 2005) in its entire existence of 12 years. With a mandate to limit equity exposure to 15 per cent, it has ranged between 10-15 per cent over the past three years. A

This article was originally published on May 24, 2012.