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 (2020-08-31)

Inception date

2018-10-29

Asset class

Canadian Fixed Income

Total # holdings

59

Number of issuers (equities)

59

Income distribution

Monthly

Minimum investment

$25,000 initial / $25 additional

Growth of $10,000