Investor suitability

For those who:

  • want income with some potential for capital growth
  • are investing for the medium term
  • want to invest in an optimized portfolio of equity and income funds
  • can tolerate low risk

Fund overview

The Fund invests in the Portfolio Series Income Fund. The Underlying Fund invests mostly in bonds and shares of firms from around the world.

Fund facts (2021-03-31)

Inception date


Asset class

Asset Allocation

Income distribution


Minimum investment

$500 initial / $100 additional

Growth of $10,000