Investor suitability

For those who:

  • want to invest in U S companies with growth potential
  • are investing for the medium and/or long term
  • can tolerate medium risk
  • are investing outside of a registered plan and are seeking regular tax-efficient monthly distributions

Fund overview

This fund invests primarily in equity and equity-related securities of companies in the United States.


Fund facts (2019-06-28)

Inception date

2012-08-29

Asset class

American Equity

RRSP eligible

Eligible (other than T-Class securities)

Income distribution

Monthly

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000