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 (2019-11-29)

Inception date

2011-07-27

Asset class

Diversified Income

Income distribution

Monthly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000