Investor suitability

For those who:

  • want a Canadian focused balanced fund with broad diversification and moderate degree of growth and income
  • are investing for the medium-to-long term
  • can tolerate low to moderate risk

Fund overview

The Fund invests in the Sun Life BlackRock Canadian Balanced Fund. The Underlying Fund invests mostly in Canadian shares and bonds.


Fund facts (2020-05-29)

Inception date

2012-08-01

Asset class

Canadian Balanced

Income distribution

Annually

Minimum investment

$500 initial / $100 additional

Growth of $10,000