Investor suitability

For those who:

  • want a core Canadian equity fund for your portfolio
  • 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 of Canadian companies. It is currently expected that investments in foreign securities will generally be no more than 49% of the fund's assets.


Fund facts (2020-02-28)

Inception date

2011-07-27

Termination date

2020-04-03

Asset class

Canadian Equity

Income distribution

Quarterly

Minimum investment

$500 initial / $25 additional

Growth of $10,000