Enhancements made to the imaxx™ Global Growth Fund

Posted: Thursday, August 30, 2018 - 14:51 EDT

Effective August 20, 2018 the name of the imaxx Global Equity Growth Fund has changed to the imaxx Global Fixed Pay Fund. The investment objective of the Fund has changed and become a portfolio solution investing primarily in a combination of equity and fixed income investments from around the world. This global version of imaxx's flagship Canadian Fixed Pay Fund aims to replicate its success in providing loing term capital appreciation and income returns for our unitholders and leverage the best of Foresters' global investing expertise.


imaxx Global Equity Growth Fund now called imaxx Global Fixed Pay Fund

Formerly a 100% global equity portfolio, the portfolio now includes equities and bonds and the Fund resides in the Global Equity Balanced category

Income stream of 0, 3 & 4 cents available. At $10 NAV this equates to 0.0%, 3.6% & 4.8% respectively

Risk rating has dropped from "medium" to "low to medium"

Fund's management fees have been reduced to 2.00% from 2.10% for Class A Units and to 1.00% from 1.10% for Class F Units

16 year strong risk adjusted performance returns

Actively managed asset allocation - strategic asset mix 70% Equities / 30% Bonds

High quality portfolio. Investible universe includes: Equities/Bonds/Cash/High Yield/Preferreds/Convertibles/Covered Calls/ETFS, plus 10% of the portfolio may be in tactical positions including special situations, turnarounds, arbitrage, use of alternative parts of capital structure, and commodities

Environment, Social and Governance ("ESG") investment integration

Currency management (typically non-hedged but may implement hedging if deemed appropriate to protect capital or support returns

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