Investor suitability

For those who:

  • want reduced volatility through diversified exposure to both global equity and fixed income securities
  • 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 (2019-12-31)

Inception date


Asset class

Global Balanced

Income distribution


Minimum investment

$500 initial / $25 additional

Growth of $10,000