Investor suitability

For those who:

  • are investing for the medium and/or long term
  • can tolerate low to medium risk
  • are seeking income and capital appreciation

Fund overview

The fund’s investment objective is to generate income and capital appreciation by investing primarily in Canadian bonds. The fund would typically target an average portfolio duration of at least 9 years. The fund can invest a maximum of 30% of its assets in foreign securities.


Fund facts (2019-11-29)

Inception date

2018-11-15

Asset class

Canadian Fixed Income

Income distribution

Annually

Minimum investment

Negotiable

Growth of $10,000