Lincluden Management Inc.

Lincluden Management Inc.
1275 North Service Road W., Suite 607, Oakville, Ontario L6M 3G4 Canada; phone: 905-825-9000; fax: 905-825-9525; www.lincluden.com
Dollars are in U.S. millions.
Total assets managed worldwide$3,451
Total worldwide institutional$3,374
Total domestic/U.S. assets$3,451
Total tax-exempt assets$3,228
Total institutional tax-exempt$3,228
Internally managed$3,228
Asset mix:
Canadian equity28%
U.S. equity2%
Fixed income62%
Cash8%
Internal institutional tax-exempt assets in:
Domestic/U.S. equity, active$985
Domestic/U.S. bond, active$2,013
Cash$230
Active domestic/U.S. equity strategies:
Value
Broad market$985
Worldwide mutual fund assets$50
Defined contribution assets:
Total$963
Internally managed$963
No. of portfolio managers6
The parent is Old Mutual PLC.
Marc Noble is client contact.

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