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

May 25, 2016

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.

Media Contact

Maria Grant
Lead, External Communications
MD Financial Management
maria.grant@cma.ca
613 809-0657

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