Most balanced funds hold a fixed mix.
MLD Core repositions as conditions change.
MLD Core ranks first among roughly 300 Tactical Balanced funds in Canada across every rolling period from one to seven years, its full track record since inception, as measured by Morningstar. Fundata awarded the fund an A+ FundGrade for 2025. Rankings and awards reflect past results and do not predict future performance.
Generic balanced funds diversify risk.
MLD Core manages risk.
F Class returns. Past performance does not predict future results.
$100,000 in MLD Core F at the start of 2019 compounds to $202,080 by the end of 2025. The same $100,000 at the category average reaches $150,070. Move across the chart to compare any year. Ahead of the category in six of seven calendar years, per Morningstar Direct.
One year can be luck.
Three years demonstrate consistency.
Five years reflect process.
Since inception is proof.
MLD Core holds the structure of a balanced fund. Diversification across asset classes is designed to help manage risk through changing conditions, not to eliminate it.
Most balanced funds rely on a fixed 60/40 mix and let markets determine results within that static structure. MLD Core shifts exposure away from weaker areas and toward stronger opportunities, while always operating within the guardrails of a balanced fund.
Equities, fixed income, real assets, and global dividend strategies in a single actively managed fund.
Positioning shifts on valuation, macro conditions, and risk signals, rather than a preset rebalance date.
A prospectus-cleared mutual fund, priced daily. The differentiation comes from active decision-making, not leverage or illiquidity.
MLD Core is managed by MLD Wealth.
We are happy to walk through the mandate, the current positioning, and the role it may play alongside your existing holdings.