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 primarily in equity and equity-related securities of mid to large capitalization Canadian companies and fixed income securities issued by Canadian governments and companies. It is currently expected that investments in foreign securities will generally be no more than 49% of the fund's assets.


Fund facts (2019-08-30)

Inception date

2017-05-01

Asset class

Canadian Balanced

RRSP eligible

Eligible (other than T-Class securities)

Income distribution

Monthly

Minimum investment

$500 initial / $25 additional

Growth of $10,000