Craig Rippe and Jordan Sriharan, co-managers of the WS Canlife Diversified Monthly Income fund, reveal how they aim to provide a stable, inflation-adjusted income stream while keeping volatility low. We cover the team’s approach to navigating market changes, selecting stocks, and managing interest rate risks. The interview also highlights how tech companies, REITs, and renewable sectors contribute to the portfolio.

What’s covered in this episode: 

• A fund designed for retirement
• Diversification within the portfolio
• Why the fund targets a minimum 4% monthly income 
• The role the wider team at Canada Life plays
• The managers’ current view on the bond market
• Changes to the fund’s fixed income allocation
• How the team finds income opportunities in the technology sector
• Is big tech expensive versus its history?
• Will the fund change its income target?
• Why REITs look attractive today
• The appeal of National Grid
• A closer look at the fund’s allocation to financials 
• The investment case for Broadcom

More about the fund: A diversified portfolio of income-generating assets, including global company shares, international government and corporate bonds, as well as property. This fund aims for a yield of a least 4%, while targeting a minimum monthly income to the investor. The fund is part of a wider range of multi-asset solutions focused on matching investment returns to a defined level of risk.

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.