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 term
  • can tolerate low to moderate risk

Fund overview

The bundle invests about 85% in the Cambridge Asset Allocation Corporate Class and 15% in the Signature Canadian Bond Corporate Class.


Fund facts (2020-06-30)

Inception date

2012-08-01

Asset class

Canadian Balanced

Income distribution

Annually

Minimum investment

$500 initial / $100 additional

Growth of $10,000