MD Financial Management Updates Risk Ratings for the MD Family of Funds and the MDPIM Family of Pools

OTTAWA, May 25, 2016 /CNW/ - MD Financial Management Inc. (MD), a Canadian Medical Association (CMA)-owned wealth management organization, today announced that it has updated the risk ratings  for the majority of MD Funds and MDPIM Pools which will be reflected in the Fund Facts and related prospectus documents to be dated May 26, 2016.

The ratings for these funds and pools have been revised using The Investment Funds Institute of Canada (IFIC) updated guidelines. IFIC developed these guidelines to provide a consistent approach to the measurement and description of fund volatility risk across the industry. The guidelines standardize terminology, categories and volatility risk descriptions. MD clients' investment risk assessment will remain the same, the underlying risks of the MD Funds and MDPIM Pools have not changed.

"At MD, we are committed to presenting investment information in a clear, concise manner," said Mike Gassewitz, MD's Executive Vice President, Member Solutions. "Revising our risk ratings following IFIC guidelines will make our methodology consistent with that of other fund managers. This will allow MD clients to easily compare volatility risk with other fund companies and to assess historical fund volatility."

Updated risk ratings for the MD Funds and MDPIM Pools are as follows:

Name of Funds

MD Rating (up to and including May 26, 2016)

Updated MD Rating
(after May 26, 2016)

MD Equity Fund

Medium to High

Medium

MD Growth Investments Limited

Medium to High

Medium

MD Money Fund

Low

Low

MD Bond Fund

Low to Medium

Low

MD American Growth Fund

Medium to High

Medium

MD Balanced Fund

Medium

Low to Medium

MD Dividend Income Fund

Medium

Low to Medium

MD Select Fund

Medium to High

Medium

MD Short-Term Bond Fund

Low

Low

MD International Growth Fund

Medium to High

Medium

MD American Value Fund

Medium to High

Medium

MDPIM Canadian Equity Pool

Medium to High

Medium

MDPIM US Equity Pool

Medium to High

Medium

MD International Value Fund

Medium to High

Medium

MD Dividend Growth Fund

Medium to High

Medium

MD Precision Balanced Growth PortfolioTM

Medium to High

Low to Medium

MD Precision Conservative PortfolioTM

Medium

Low to Medium

MD Precision Maximum Growth PortfolioTM

Medium to High

Low to Medium

MD Precision Moderate Balanced PortfolioTM

Medium

Low to Medium

MD Precision Balanced Income PortfolioTM

Medium

Low to Medium

MD Precision Moderate Growth PortfolioTM

Medium to High

Low to Medium

MD Strategic Opportunities Fund

High

Medium

MD Strategic Yield Fund

Medium to High

Low to Medium

MDPIM Canadian Bond Pool

Low to Medium

Low

MDPIM Canadian Equity Pool

Medium to High

Medium

MDPIM International Equity Pool

Medium to High

Medium

MDPIM US Equity Pool

Medium to High

Medium

MDPIM Dividend Pool

Medium to High

Medium

MDPIM Canadian Long Term Bond Pool

Medium

Low to Medium

MDPIM Strategic Opportunities Pool

High

Medium

MDPIM Strategic Yield Pool

Medium to High

Low to Medium

MDPIM Emerging Markets Equity Pool

High

High

 

About MD Financial Management

Owned by the Canadian Medical Association, MD's only business imperative is to enhance physicians' financial outcomes by focusing on their distinctive needs and operating in their best interests.

MD has more than $40 billion in assets under administration and is dedicated to serving Canada's physicians and their families. MD provides financial products and services, the MD Family of Funds and investment counselling services through the MD Group of Companies. For a detailed list of these companies, visit md.cma.ca.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed. Their values change frequently and past performance may not be repeated. To obtain a copy of the prospectus, please call your MD Advisor, or the MD Trade Centre at 1 800 267-2332. The MD Family of Funds is managed by MD Financial Management Inc., a CMA company.

SOURCE MD Financial Management

For further information: Media Contact: Maria Grant, Lead, External Communications, MD Financial Management, maria.grant@cma.ca, 613 809-0657


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