Investor suitability

For those who:

  • want both equity and fixed income securities in a single fund and prefer to have the portfolio adviser make the asset mix decisions
  • are investing for the medium and/or long term
  • can tolerate medium risk

Fund overview

This fund invests primarily in equity and equity-related securities and fixed income securities of issuers located throughout the world.


Fund facts (2020-02-28)

Inception date

2015-08-04

Termination date

2020-04-03

Asset class

Global Balanced

Income distribution

Quarterly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000