Investor suitability

For those who:

  • are seeking growth and income
  • are investing for the medium term
  • can tolerate low to medium risk

Fund overview

This fund invests primarily in a balanced portfolio of equities and fixed income securities issued by governments, supra-national agencies or corporations anywhere in the world.


Fund facts (2020-08-31)

Inception date

2011-07-27

Asset class

Global Balanced

Total # holdings

59

Number of issuers (equities)

59

Income distribution

Quarterly

Minimum investment

$500 initial / $25 additional

Growth of $10,000