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 reduce short-term volatility
  • are investing for the medium and/or long term
  • can tolerate low to medium risk

Fund overview

The Fund invests in the Select 20i80e Managed Portfolio Corporate Class. The Underlying Fund invests about 80% in shares and 20% in bonds.

Fund facts (2021-06-30)

Asset class

Asset Allocation

Income distribution


Minimum investment

$500 initial / $100 additional

Growth of $10,000