Investor suitability

For those who:

  • want to invest in equity securities, with a small amount of exposure to income securities to mitigate short-term volatility
  • are investing for the medium and/or long term
  • can tolerate low to moderate risk

Fund overview

The bundle invests in the Harbour Corporate Class and Signature High Income Corporate Class. The Underlying Funds are combined to hold about 70% in shares and 30% in bonds.


Fund facts (2020-06-30)

Inception date

2012-08-01

Asset class

Global Balanced

Income distribution

Annually

Minimum investment

$500 initial / $100 additional

Growth of $10,000