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

The Fund invests in the Harbour Global Growth & Income Corporate Class. The underlying fund invests mostly in shares and bonds of firms from around the world.


Fund facts (2020-05-29)

Asset class

Global Balanced

Income distribution

Annually

Minimum investment

$500 initial / $50 additional

Growth of $10,000