Investor suitability

For those who:

  • want to invest in an optimized portfolio of fixed income and equity exchange-traded funds, designed for capital growth and income while diversifying risk
  • are investing for the medium term
  • can tolerate low to medium risk

Fund overview

The fund’s investment objective is to provide a balance between income and long-term capital growth, by investing primarily in a diversified portfolio of equity and fixed income exchange-traded funds.


Fund facts (2019-07-31)

Inception date

2019-01-21

Asset class

Global Neutral Balanced

RRSP eligible

Eligible

Income distribution

Annually

Minimum investment

$500 initial / $25 additional