Investor suitability

For those who:

  • want to invest in a diversified portfolio of equity and fixed income securities
  • want active asset allocation among equity securities, fixed income securities and cash
  • are investing for the medium term
  • can tolerate low to medium risk

Fund overview

The Fund invests in the Cambridge Asset Allocation Corporate Class. The Underlying Fund invests mostly in shares and bonds of firms from around the world.

Fund facts (2020-05-31)

Asset class

Canadian Balanced

Income distribution


Minimum investment

$500 initial / $100 additional

Growth of $10,000