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
  • are investing outside of a registered plan and are seeking regular tax-efficient monthly distributions

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 (2019-06-28)

Inception date

2019-01-21

Asset class

Global Equity Balanced

RRSP eligible

Eligible

Income distribution

Annually

Minimum investment

$100,000 initial / $5,000 additional