Investor suitability

For those who:

  • are seeking the potential for capital appreciation and some income
  • are seeking to add global exposure to your investment portfolio
  • can tolerate a low to medium degree of risk
  • are investing for the long term

Fund overview

The pool’s investment objective is to provide a balance of income and long-term capital appreciation by investing primarily in global fixed-income securities and dividend-paying equity securities.

Fund facts (2020-04-30)

Inception date


Asset class

Global Balanced

Income distribution


Minimum investment

$100,000 initial / $25 additional

Growth of $10,000