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Closed-end Funds
Core IncomePlus Fund Archive
Objectives & Strategy
The investment objectives of CORE IncomePlus Fund (“CORE” or the “Fund”) are to pay monthly distributions to unitholders and to enhance long-term total return through capital appreciation of the Fund’s investment portfolio. In order to achieve the Fund’s investment objectives, the net proceeds of the initial offering, together with borrowings under the loan facility, have been invested in an actively managed portfolio of income trust securities with an emphasis on the more established and higher quality income trusts, many of which are included in the S&P/TSX Composite Index. In addition, the Fund can also invest up to 30% of the portfolio in common stocks to achieve further diversification.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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