Balanced

Our balanced fund services offer the full range of Greystone's expertise to institutional and private client alike.  These services are available as part of a single balanced pooled fund, a combination of pooled funds, or a separately managed portfolio covering all asset classes.

A typical balanced fund includes:

  • Fixed income & short-term investments
  • Canadian equities
  • US equities
  • Non-North American equities

Greystone actively manages the allocation among classes.