IMS Capital Management - No Load Mutual Funds, Retirement Plans, and Separate Accounts

Individual Investors | Financial Advisors

IMS Strategic Income Investment Process

The IMS Strategic Income portfolio invests in a wide range of income-producing securities in order to generate the highest possible combination of yield and stability of principal.

Investments can include high yield bonds, investment grade bonds, emerging market bonds, REITs, Canadian income trusts, high dividend stocks, preferred and convertible preferred stocks, convertible bonds and cash equivalents.

The investment team actively adjusts weightings in order to manage risk when interest rates are rising and take advantage of opportunity when interest rates are falling.

Top down analysis helps identify areas of opportunity. Individual income producing securities are selected on the basis of quality, frequency of payments, volatility, yield, market cap industry, financial strength and potential for appreciation.

The resulting portfolio contains 60 to 70 securities.


	Fact Sheet

	Fund Presentation

Past performance does not guarantee future results. Current perfomance may be higher or lower than the performance quoted. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.

The fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be obtained by clicking here. Read it carefully before investing. Figures include changes in principal value, reinvested dividend and capital gain distributions.

The IMS Funds are distributed by Foreside Distribution Services, L.P.