Investor suitability

For those who:

  • want to receive income
  • are investing for the medium term
  • can tolerate low risk

Fund overview

This fund invests primarily in investment grade debt of corporate issuers throughout the world, and may also invest in securities that the portfolio adviser believes offer higher relative yields and opportunities for capital appreciation, including corporate bonds that have a below-investment grade credit rating or are unrated, preferred shares, convertible bonds, floating rate debt instruments, emerging market bonds and exchange-traded funds. The fund may also hedge interest rate risk.

Fund facts (2019-10-31)

Inception date


Termination date


Asset class

Global Fixed Income

Income distribution


Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000