Investor suitability

For those who:

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

Fund overview

This fund invests in fixed income and high-yielding equity securities throughout the world.


Fund facts (2021-08-31)

Inception date

2011-10-04

Asset class

Diversified Income

Income distribution

Quarterly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000