Investor suitability

For those who:

  • are seeking the potential for capital growth
  • want a small to mid-capitalization North American equity pool for your portfolio
  • are investing for the long term
  • can tolerate medium to high risk

Fund overview

The pool’s investment objective is to provide long-term capital growth by investing primarily in North American equity and equity-related securities of small and mid-capitalization companies with above-average growth potential.

Fund facts (2020-04-30)

Inception date


Asset class

Canadian Small/Mid Cap Equity

Income distribution


Minimum investment

$100,000 initial / $25 additional

Growth of $10,000