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 Fund invests in the RBC O'Shaughnessy International Equity Fund and Phillips, Hager & North Bond Fund. The Underlying Funds are combined to hold about 70% in shares and 30% in bonds.


Fund facts (2020-06-30)

Asset class

Global Balanced

Income distribution

Annually

Minimum investment

$500 initial / $100 additional

Growth of $10,000