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 term
  • can tolerate low to medium risk

Fund overview

The Fund invests in the Harbour Growth & Income Fund. The underlying fund invests mostly in Canadian shares and bonds.


Fund facts (2020-04-30)

Asset class

Canadian Balanced

Income distribution

Annually

Minimum investment

$500 initial / $50 additional

Growth of $10,000