Investor suitability

For those who:

  • are seeking income and the potential for capital appreciation
  • can tolerate a low degree of risk
  • are investing for the medium to long term.

Fund overview

The pool’s investment objective is to provide income and the potential for long-term capital appreciation by investing in a diversified portfolio of primarily Canadian fixed-income securities and other debt instruments. The pool may invest up to 30% of its assets (book value) in foreign securities.

Fund facts (2020-09-30)

Inception date


Asset class

Canadian Fixed Income

Total # holdings


Number of issuers (equities)


Income distribution


Minimum investment

$25,000 initial / $25 additional

Growth of $10,000