Investor suitability

For those who:

  • want a combination of long term growth and some current income, through an investment diversified by asset class, style, and geography
  • are investing for the medium and/or long term
  • can tolerate low to moderate risk

Fund overview

The Fund invests in the NEI Northwest Growth & Income Fund. The underlying fund invests mostly in Canadian shares and bonds.

Fund facts (2021-06-30)

Asset class

Global Balanced

Income distribution


Minimum investment

$500 initial / $50 additional

Growth of $10,000