Investor suitability

For those who:

  • want both foreign equity and fixed-income securities in a single pool and prefer to have the portfolio advisor make the asset mix decisions
  • are investing for the medium term
  • can tolerate low to medium risk

Fund overview

The pool’s investment objective is to generate income and long-term capital growth by investing in a combination of equity and fixed-income securities of countries and companies located anywhere in the world.


Fund facts (2021-06-30)

Inception date

2018-10-29

Asset class

Global Balanced

Income distribution

Monthly

Minimum investment

$25,000 initial / $25 additional

Growth of $10,000