Investor suitability

For those who:

  • want a core Canadian equity pool for your portfolio
  • are seeking income and the potential for capital growth
  • are investing for the long term
  • can tolerate medium risk.

Fund overview

The pool’s investment objective is to provide capital growth and income over the long-term by investing primarily in dividend-paying Canadian equity securities. The pool may invest up to 10% of its assets (book value) in foreign securities.


Fund facts (2020-08-31)

Inception date

2018-10-29

Asset class

Canadian Equity

Total # holdings

41

Number of issuers (equities)

2

Income distribution

Annually

Minimum investment

$25,000 initial / $25 additional

Growth of $10,000