Investor suitability

For those who:

  • want to invest in an optimized portfolio of equity exchange-traded funds and, to a lesser extent, fixed income exchange-traded funds, designed for long-term capital growth
  • are investing for the medium and/or long term
  • can tolerate low to medium risk

Fund overview

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


Fund facts (2020-06-30)

Inception date

2019-01-21

Asset class

Asset Allocation

Total # holdings

6,871

Number of issuers (equities)

23

Income distribution

Annually

Minimum investment

$500 initial / $25 additional

Growth of $10,000