Income is the objective.
Understand the risks behind it.
The Preferred Income Fund invests in fixed-income securities and other income-producing assets. Its objectives include current income and capital preservation, but an objective is not a guarantee. Ask how distributions, changes in interest rates and the quality of the underlying investments may affect your outcome.
The right approach depends on your circumstances, existing arrangements and the provider’s current terms. We’ll help you understand the details in a consultation.
Understand the income.
- Income and preservation objectives do not guarantee your capital or distributions.
- Review credit risk, interest-rate risk and the latest holdings.
- Confirm fees, access conditions and distribution arrangements.
- Dividends may be considered twice yearly for holders on record at May 31 and November 30. Payment depends on fund performance and is not guaranteed.
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