Investor suitability

For those who:

  • want to invest in a diversified portfolio of income and equity securities designed for conservative capital growth
  • are investing for the short and/or medium term
  • can tolerate low risk

Fund overview

The Fund invests in multiple underlying funds that invest mostly in share and bonds of firms from around the world.

Fund facts (2020-09-30)

Asset class

Asset Allocation

Income distribution


Minimum investment

$500 initial / $50 additional

Growth of $10,000