Investor suitability

For those who:

  • want to invest in a diversified portfolio of equity securities, with a small amount of exposure to income securities to mitigate short-term volatility
  • are investing for the medium term
  • can tolerate low to medium 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 (2020-06-30)

Asset class

Asset Allocation

Income distribution

Annually

Minimum investment

$500 initial / $50 additional

Growth of $10,000