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


Termination date


Asset class

Global Balanced

Income distribution


Minimum investment

$500 initial / $25 additional

Growth of $10,000