Investor suitability

For those who:

  • want a core, pure Canadian equity pool for your portfolio
  • are seeking income and the potential for capital appreciation
  • are investing for the medium and/or long term
  • can tolerate low to medium risk

Fund overview

The pool’s investment objective is to provide long-term capital appreciation by investing primarily in a diversified portfolio of Canadian equity securities that are consistently returning capital to shareholders. Any change to the investment objective must be approved by a majority of the votes cast by unitholders at a meeting called to consider the change.


Fund facts (2021-06-30)

Inception date

2019-06-17

Asset class

Canadian Equity

Income distribution

Monthly

Minimum investment

$25,000 initial / $25 additional

Growth of $10,000