Investor suitability

For those who:

  • want to receive income
  • are investing for the medium 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 (2020-09-30)

Inception date

2009-11-11

Asset class

Diversified Income

Total # holdings

558

Number of issuers (equities)

369

Income distribution

Monthly

Minimum investment

$5,000 initial / $25 additional

Growth of $10,000